Commonwealth Financial Services
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Commonwealth Financial Services’s Quest Diagnostics DGX Stock Holding History

Commonwealth Financial Services’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
Q3 		$286K Sell
1,226
-363
-23% -$83.9K 0.05% 187
2026
Q2 		$337K Sell
1,589
-391
-20% -$76.7K 0.05% 195
2026
Q1 		$388K Buy
1,980
+172
+10% +$33.4K 0.06% 144
2025
Q4 		$314K Sell
1,808
-68
-4% -$12.4K 0.05% 163
2025
Q3 		$357K Sell
1,876
-189
-9% -$33.5K 0.06% 148
2025
Q2 		$371K Sell
2,065
-35
-2% -$6.08K 0.07% 135
2025
Q1 		$355K Sell
2,100
-182
-8% -$29.9K 0.07% 135
2024
Q4 		$344K Buy
2,282
+63
+3% +$9.8K 0.07% 133
2024
Q3 		$342K Sell
2,219
-100
-4% -$14.9K 0.07% 132
2024
Q2 		$322K Sell
2,319
-74
-3% -$10.1K 0.07% 129
2024
Q1 		$330K Hold
2,393
– – 0.08% 128
2023
Q4 		$330K Sell
2,393
-240
-9% -$31.6K 0.08% 127
2023
Q3 		$321K Buy
+2,633
New +$351K 0.1% 127

Other funds holding DGX

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Commonwealth Financial Services's DGX Position: Q3 2026 in Review

Commonwealth Financial Services reduced its Quest Diagnostics (DGX) stake by 23% in Q3 2026, selling an estimated $83.9K and leaving 1,226 shares worth $286K. The position accounts for 0.05% of the portfolio, ranked #187.

Commonwealth Financial Services first reported a position in DGX in Q3 2023 and has held it in 13 quarters since. The position peaked at $388K in Q1 2026. 266 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

  • Commonwealth Financial Services held 1,226 shares of Quest Diagnostics worth $286K as of Q3 2026.
  • Commonwealth Financial Services sold 363 Quest Diagnostics shares in Q3 2026, an estimated $83.9K.
  • Quest Diagnostics made up 0.05% of Commonwealth Financial Services's portfolio in Q3 2026, its #187 holding.
  • Commonwealth Financial Services first reported a position in Quest Diagnostics in Q3 2023 and has held it in 13 quarters since.
  • Commonwealth Financial Services's Quest Diagnostics position peaked at $388K in Q1 2026.
  • 266 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.