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Clearstead Advisors’s Quest Diagnostics DGX Stock Holding History

Clearstead Advisors’s Portfolio DGX Stock Details DGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$345K Buy
1,628
+793
+95% +$156K ﹤0.01% 882
2026
Q1 		$164K Sell
835
-1,001
-55% -$194K ﹤0.01% 1024
2025
Q4 		$319K Buy
1,836
+717
+64% +$131K ﹤0.01% 793
2025
Q3 		$213K Sell
1,119
-1,314
-54% -$233K ﹤0.01% 867
2025
Q2 		$437K Buy
2,433
+383
+19% +$66.5K 0.01% 645
2025
Q1 		$347K Buy
2,050
+5
+0.2% +$821 0.01% 667
2024
Q4 		$309K Hold
2,045
– – ﹤0.01% 714
2024
Q3 		$317K Hold
2,045
– – ﹤0.01% 707
2024
Q2 		$280K Sell
2,045
-26
-1% -$3.56K ﹤0.01% 708
2024
Q1 		$292K Sell
2,071
-5
-0.2% -$649 0.01% 407
2023
Q4 		$286K Buy
2,076
+31
+2% +$4.08K 0.02% 406
2023
Q3 		$249K Hold
2,045
– – 0.02% 399
2023
Q2 		$287K Sell
2,045
-3
-0.1% -$414 0.02% 378
2023
Q1 		$290K Buy
2,048
+3
+0.1% +$429 0.02% 344
2022
Q4 		$320K Hold
2,045
– – 0.03% 320
2022
Q3 		$251K Sell
2,045
-1,929
-49% -$254K 0.02% 334
2022
Q2 		$528K Buy
3,974
+9
+0.2% +$1.23K 0.04% 241
2022
Q1 		$543K Buy
3,965
+9
+0.2% +$1.25K 0.04% 257
2021
Q4 		$684K Sell
3,956
-90
-2% -$13.7K 0.05% 217
2021
Q3 		$588K Buy
4,046
+22
+0.5% +$3.22K 0.04% 223
2021
Q2 		$531K Buy
4,024
+9
+0.2% +$1.18K 0.04% 218
2021
Q1 		$515K Sell
4,015
-57
-1% -$7.02K 0.04% 210
2020
Q4 		$485K Buy
4,072
+1,877
+86% +$229K 0.04% 207
2020
Q3 		$251K Hold
2,195
– – 0.03% 257
2020
Q2 		$250K Hold
2,195
– – 0.03% 246
2020
Q1 		$176K Hold
2,195
– – 0.03% 252
2019
Q4 		$234K Sell
2,195
-209
-9% -$21.8K 0.03% 254
2019
Q3 		$257K Sell
2,404
-235
-9% -$24.1K 0.03% 226
2019
Q2 		$269K Sell
2,639
-331
-11% -$31.8K 0.04% 230
2019
Q1 		$267K Buy
+2,970
New +$257K 0.04% 225

Other funds holding DGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Clearstead Advisors's DGX Position: Q2 2026 in Review

Clearstead Advisors increased its Quest Diagnostics (DGX) stake by 95% in Q2 2026, buying an estimated $156K and bringing the position to 1,628 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Clearstead Advisors first reported a position in DGX in Q1 2019 and has held it in 30 quarters since. The position peaked at $684K in Q4 2021. 1,105 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Clearstead Advisors held 1,628 shares of Quest Diagnostics worth $345K as of Q2 2026.
  • Clearstead Advisors bought 793 Quest Diagnostics shares in Q2 2026, an estimated $156K.
  • Quest Diagnostics made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #882 holding.
  • Clearstead Advisors first reported a position in Quest Diagnostics in Q1 2019 and has held it in 30 quarters since.
  • Clearstead Advisors's Quest Diagnostics position peaked at $684K in Q4 2021.
  • 1,105 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.