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Clearstead Trust’s Quest Diagnostics DGX Stock Holding History

Clearstead Trust’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 		$200K Buy
944
+7
+0.7% +$1.37K 0.03% 190
2026
Q1 		$184K Buy
937
+9
+1% +$1.75K 0.03% 191
2025
Q4 		$161K Sell
928
-20
-2% -$3.64K 0.03% 210
2025
Q3 		$181K Buy
948
+1
+0.1% +$177 0.03% 190
2025
Q2 		$170K Buy
947
+220
+30% +$38.2K 0.03% 189
2025
Q1 		$123K Buy
727
+22
+3% +$3.61K 0.03% 193
2024
Q4 		$106K Hold
705
– – 0.02% 201
2024
Q3 		$109K Hold
705
– – 0.03% 180
2024
Q2 		$96.5K Sell
705
-705
-50% -$96.5K 0.02% 187
2024
Q1 		$188K Sell
1,410
-535
-28% -$69.4K 0.05% 140
2023
Q4 		$268K Buy
1,945
+3
+0.2% +$394 0.07% 140
2023
Q3 		$237K Buy
1,942
+3
+0.2% +$400 0.08% 111
2023
Q2 		$273K Buy
1,939
+3
+0.2% +$414 0.09% 107
2023
Q1 		$274K Buy
1,936
+2
+0.1% +$286 0.09% 111
2022
Q4 		$303K Buy
1,934
+3
+0.2% +$431 0.1% 100
2022
Q3 		$237K Buy
+1,931
New +$254K 0.08% 113

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 Trust's DGX Position: Q2 2026 in Review

Clearstead Trust increased its Quest Diagnostics (DGX) stake by 0.75% in Q2 2026, buying an estimated $1.37K and bringing the position to 944 shares worth $200K. The position accounts for 0.03% of the portfolio, ranked #190.

Clearstead Trust first reported a position in DGX in Q3 2022 and has held it in 16 quarters since. The position peaked at $303K in Q4 2022. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Clearstead Trust held 944 shares of Quest Diagnostics worth $200K as of Q2 2026.
  • Clearstead Trust bought 7 Quest Diagnostics shares in Q2 2026, an estimated $1.37K.
  • Quest Diagnostics made up 0.03% of Clearstead Trust's portfolio in Q2 2026, its #190 holding.
  • Clearstead Trust first reported a position in Quest Diagnostics in Q3 2022 and has held it in 16 quarters since.
  • Clearstead Trust's Quest Diagnostics position peaked at $303K in Q4 2022.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

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