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Compass Financial Management’s Quest Diagnostics DGX Stock Holding History

Compass Financial Management’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 		$18.6K Buy
+88
New +$17.3K ﹤0.01% 912

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

Compass Financial Management's DGX Position: Q2 2026 in Review

Compass Financial Management opened a new position in Quest Diagnostics (DGX) in Q2 2026: 88 shares worth $18.6K. The stake represents ﹤0.01% of the portfolio and ranks #912 among its holdings.

1,046 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Compass Financial Management held 88 shares of Quest Diagnostics worth $18.6K as of Q2 2026.
  • Quest Diagnostics was a new Compass Financial Management position in Q2 2026.
  • Quest Diagnostics made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #912 holding.
  • 1,046 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.