CWS
DGX icon

Confluence Wealth Services’s Quest Diagnostics DGX Stock Holding History

Confluence Wealth 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
Q2 		$252K Buy
+1,191
New +$234K 0.01% 428
2022
Q1 		– Sell
-637
Closed -$110K – 444
2021
Q4 		$110K Buy
+637
New +$96.9K 0.04% 319

Other funds holding DGX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Confluence Wealth Services's DGX Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Quest Diagnostics (DGX) in Q2 2026: 1,191 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #428 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in DGX as recently as Q4 2021.

Confluence Wealth Services first reported a position in DGX in Q4 2021 and has held it in 2 quarters since. 264 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Confluence Wealth Services held 1,191 shares of Quest Diagnostics worth $252K as of Q2 2026.
  • Quest Diagnostics was a new Confluence Wealth Services position in Q2 2026.
  • Quest Diagnostics made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #428 holding.
  • Confluence Wealth Services first reported a position in Quest Diagnostics in Q4 2021 and has held it in 2 quarters since.
  • 264 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.