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CoreCap Advisors’s Quest Diagnostics DGX Stock Holding History

CoreCap 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 		$228K Buy
1,073
+509
+90% +$99.9K 0.01% 821
2026
Q1 		$111K Hold
564
– – ﹤0.01% 991
2025
Q4 		$97.9K Sell
564
-1
-0.2% -$182 ﹤0.01% 1042
2025
Q3 		$108K Buy
565
+326
+136% +$57.9K ﹤0.01% 1005
2025
Q2 		$43K Sell
239
-69
-22% -$12K ﹤0.01% 1316
2025
Q1 		$52.1K Buy
308
+77
+33% +$12.6K ﹤0.01% 1148
2024
Q4 		$34.8K Buy
231
+11
+5% +$1.71K ﹤0.01% 1327
2024
Q3 		$34.1K Sell
220
-26
-11% -$3.88K ﹤0.01% 1343
2024
Q2 		$33.7K Sell
246
-10
-4% -$1.37K ﹤0.01% 760
2024
Q1 		$34.1K Buy
+256
New +$33.2K ﹤0.01% 1265
2022
Q4 		$213K Buy
+1,362
New +$196K 0.02% 521
2022
Q3 		– Sell
-3,840
Closed -$511K – 897
2022
Q2 		$511K Buy
+3,840
New +$523K 0.04% 316
2022
Q1 		– Sell
-3,196
Closed -$553K – 903
2021
Q4 		$553K Buy
+3,196
New +$486K 0.04% 341

Other funds holding DGX

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CoreCap Advisors's DGX Position: Q2 2026 in Review

CoreCap Advisors increased its Quest Diagnostics (DGX) stake by 90% in Q2 2026, buying an estimated $99.9K and bringing the position to 1,073 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #821.

CoreCap Advisors first reported a position in DGX in Q4 2021 and has held it in 13 quarters since. The position peaked at $553K in Q4 2021. 179 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • CoreCap Advisors held 1,073 shares of Quest Diagnostics worth $228K as of Q2 2026.
  • CoreCap Advisors bought 509 Quest Diagnostics shares in Q2 2026, an estimated $99.9K.
  • Quest Diagnostics made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #821 holding.
  • CoreCap Advisors first reported a position in Quest Diagnostics in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Quest Diagnostics position peaked at $553K in Q4 2021.
  • 179 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.