CWM
DGX icon

Copia Wealth Management’s Quest Diagnostics DGX Stock Holding History

Copia Wealth 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 		$424 Hold
2
– – ﹤0.01% 538
2026
Q1 		$392 Hold
2
– – ﹤0.01% 503
2025
Q4 		$347 Hold
2
– – ﹤0.01% 503
2025
Q3 		$381 Hold
2
– – ﹤0.01% 459
2025
Q2 		$359 Hold
2
– – ﹤0.01% 449
2025
Q1 		$338 Buy
+2
New +$329 ﹤0.01% 435

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

Copia Wealth Management's DGX Position: Q2 2026 in Review

Copia Wealth Management held its Quest Diagnostics (DGX) position steady in Q2 2026 at 2 shares worth $424. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Copia Wealth Management first reported a position in DGX in Q1 2025 and has held it in 6 quarters since. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Copia Wealth Management held 2 shares of Quest Diagnostics worth $424 as of Q2 2026.
  • Copia Wealth Management left its Quest Diagnostics share count unchanged in Q2 2026.
  • Quest Diagnostics made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #538 holding.
  • Copia Wealth Management first reported a position in Quest Diagnostics in Q1 2025 and has held it in 6 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.