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Concurrent Investment Advisors’s Quest Diagnostics DGX Stock Holding History

Concurrent Investment 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 		$1.1M Buy
5,183
+62
+1% +$12.2K 0.01% 966
2026
Q1 		$1M Buy
5,121
+973
+23% +$189K 0.01% 878
2025
Q4 		$720K Buy
4,148
+1,621
+64% +$295K 0.01% 978
2025
Q3 		$482K Buy
2,527
+309
+14% +$54.8K 0.01% 931
2025
Q2 		$398K Buy
2,218
+128
+6% +$22.2K 0.01% 938
2025
Q1 		$354K Sell
2,090
-127
-6% -$20.9K 0.01% 852
2024
Q4 		$335K Sell
2,217
-70
-3% -$10.9K 0.01% 791
2024
Q3 		$355K Buy
2,287
+223
+11% +$33.3K 0.01% 723
2024
Q2 		$283K Buy
2,064
+94
+5% +$12.9K 0.01% 758
2024
Q1 		$262K Buy
1,970
+62
+3% +$8.04K 0.01% 714
2023
Q4 		$263K Buy
+1,908
New +$251K 0.01% 692

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's DGX Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Quest Diagnostics (DGX) stake by 1.2% in Q2 2026, buying an estimated $12.2K and bringing the position to 5,183 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #966.

Concurrent Investment Advisors first reported a position in DGX in Q4 2023 and has held it in 11 quarters since. 1,111 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Concurrent Investment Advisors held 5,183 shares of Quest Diagnostics worth $1.1M as of Q2 2026.
  • Concurrent Investment Advisors bought 62 Quest Diagnostics shares in Q2 2026, an estimated $12.2K.
  • Quest Diagnostics made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #966 holding.
  • Concurrent Investment Advisors first reported a position in Quest Diagnostics in Q4 2023 and has held it in 11 quarters since.
  • 1,111 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.