Creative Planning’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.24M | Buy |
21,638
+2,693
| +14% | +$523K | ﹤0.01% | 1328 |
|
|
2025
Q4 | $3.29M | Sell |
18,945
-300
| -2% | -$54.6K | ﹤0.01% | 1316 |
|
|
2025
Q3 | $3.67M | Buy |
19,245
+1,994
| +12% | +$354K | ﹤0.01% | 1069 |
|
|
2025
Q2 | $3.1M | Buy |
17,251
+1,842
| +12% | +$320K | ﹤0.01% | 1014 |
|
|
2025
Q1 | $2.61M | Buy |
15,409
+34
| +0.2% | +$5.58K | ﹤0.01% | 1011 |
|
|
2024
Q4 | $2.32M | Buy |
15,375
+3,783
| +33% | +$588K | ﹤0.01% | 1043 |
|
|
2024
Q3 | $1.8M | Buy |
11,592
+185
| +2% | +$27.6K | ﹤0.01% | 1123 |
|
|
2024
Q2 | $1.56M | Buy |
11,407
+1,929
| +20% | +$264K | ﹤0.01% | 1126 |
|
|
2024
Q1 | $1.26M | Sell |
9,478
-33
| -0.3% | -$4.28K | ﹤0.01% | 1187 |
|
|
2023
Q4 | $1.31M | Buy |
9,511
+1,071
| +13% | +$141K | ﹤0.01% | 1100 |
|
|
2023
Q3 | $1.03M | Sell |
8,440
-428
| -5% | -$57K | ﹤0.01% | 1147 |
|
|
2023
Q2 | $1.25M | Buy |
8,868
+348
| +4% | +$48K | ﹤0.01% | 1018 |
|
|
2023
Q1 | $1.21M | Sell |
8,520
-1,000
| -11% | -$143K | ﹤0.01% | 981 |
|
|
2022
Q4 | $1.49M | Buy |
9,520
+538
| +6% | +$77.3K | ﹤0.01% | 849 |
|
|
2022
Q3 | $1.1M | Buy |
8,982
+257
| +3% | +$33.8K | ﹤0.01% | 928 |
|
|
2022
Q2 | $1.16M | Buy |
8,725
+1,309
| +18% | +$178K | ﹤0.01% | 910 |
|
|
2022
Q1 | $1.01M | Buy |
7,416
+8
| +0.1% | +$1.11K | ﹤0.01% | 973 |
|
|
2021
Q4 | $1.28M | Buy |
7,408
+98
| +1% | +$14.9K | ﹤0.01% | 843 |
|
|
2021
Q3 | $1.06M | Buy |
7,310
+291
| +4% | +$42.6K | ﹤0.01% | 918 |
|
|
2021
Q2 | $926K | Sell |
7,019
-2,019
| -22% | -$264K | ﹤0.01% | 958 |
|
|
2021
Q1 | $1.16M | Buy |
9,038
+214
| +2% | +$26.4K | ﹤0.01% | 953 |
|
|
2020
Q4 | $1.05M | Buy |
8,824
+374
| +4% | +$45.6K | ﹤0.01% | 920 |
|
|
2020
Q3 | $967K | Sell |
8,450
-540
| -6% | -$63.8K | ﹤0.01% | 816 |
|
|
2020
Q2 | $1.02M | Sell |
8,990
-236
| -3% | -$25K | ﹤0.01% | 739 |
|
|
2020
Q1 | $741K | Buy |
9,226
+1,056
| +13% | +$109K | ﹤0.01% | 766 |
|
|
2019
Q4 | $872K | Buy |
8,170
+147
| +2% | +$15.3K | ﹤0.01% | 850 |
|
|
2019
Q3 | $859K | Sell |
8,023
-367
| -4% | -$37.7K | ﹤0.01% | 823 |
|
|
2019
Q2 | $854K | Buy |
8,390
+2,138
| +34% | +$205K | ﹤0.01% | 826 |
|
|
2019
Q1 | $562K | Sell |
6,252
-305
| -5% | -$26.4K | ﹤0.01% | 972 |
|
|
2018
Q4 | $546K | Sell |
6,557
-375
| -5% | -$35.2K | ﹤0.01% | 918 |
|
|
2018
Q3 | $748K | Buy |
6,932
+1,545
| +29% | +$169K | ﹤0.01% | 881 |
|
|
2018
Q2 | $592K | Buy |
5,387
+333
| +7% | +$34.7K | ﹤0.01% | 981 |
|
|
2018
Q1 | $507K | Sell |
5,054
-881
| -15% | -$90.2K | ﹤0.01% | 1078 |
|
|
2017
Q4 | $585K | Sell |
5,935
-586
| -9% | -$55.6K | ﹤0.01% | 985 |
|
|
2017
Q3 | $611K | Buy |
6,521
+2,470
| +61% | +$262K | ﹤0.01% | 953 |
|
|
2017
Q2 | $450K | Sell |
4,051
-108
| -3% | -$11.4K | ﹤0.01% | 1073 |
|
|
2017
Q1 | $408K | Buy |
4,159
+980
| +31% | +$93.4K | ﹤0.01% | 1107 |
|
|
2016
Q4 | $292K | Sell |
3,179
-402
| -11% | -$34.6K | ﹤0.01% | 1204 |
|
|
2016
Q3 | $303K | Buy |
3,581
+1,609
| +82% | +$135K | ﹤0.01% | 1176 |
|
|
2016
Q2 | $161K | Buy |
1,972
+234
| +13% | +$17.8K | ﹤0.01% | 1367 |
|
|
2016
Q1 | $124K | Buy |
1,738
+173
| +11% | +$11.6K | ﹤0.01% | 1499 |
|
|
2015
Q4 | $111K | Sell |
1,565
-15
| -0.9% | -$1.01K | ﹤0.01% | 1568 |
|
|
2015
Q3 | $97K | Buy |
+1,580
| New | +$110K | ﹤0.01% | 1616 |
|
|
2015
Q2 | – | Sell |
-1,787
| Closed | -$137K | – | 1543 |
|
|
2015
Q1 | $137K | Sell |
1,787
-218
| -11% | -$15.6K | ﹤0.01% | 1396 |
|
|
2014
Q4 | $134K | Sell |
2,005
-146
| -7% | -$9.21K | ﹤0.01% | 1383 |
|
|
2014
Q3 | $131K | Sell |
2,151
-699
| -25% | -$43.1K | ﹤0.01% | 1298 |
|
|
2014
Q2 | $167K | Buy |
2,850
+833
| +41% | +$48.8K | ﹤0.01% | 1125 |
|
|
2014
Q1 | $117K | Buy |
2,017
+327
| +19% | +$17.5K | ﹤0.01% | 1299 |
|
|
2013
Q4 | $90K | Buy |
1,690
+170
| +11% | +$10.1K | ﹤0.01% | 1250 |
|
|
2013
Q3 | $94K | Buy |
1,520
+400
| +36% | +$23.9K | ﹤0.01% | 1149 |
|
|
2013
Q2 | $68K | Buy |
+1,120
| New | +$66.7K | ﹤0.01% | 1204 |
|
Other funds holding DGX
VCM
VPM
EIG
Creative Planning's DGX Position: Q1 2026 in Review
Creative Planning increased its Quest Diagnostics (DGX) stake by 14% in Q1 2026, buying an estimated $523K and bringing the position to 21,638 shares worth $4.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1328.
Creative Planning first reported a position in DGX in Q2 2013 and has held it in 51 quarters since. 1,064 funds tracked by Wall St. Rank hold DGX as of Q1 2026.
- Creative Planning held 21,638 shares of Quest Diagnostics worth $4.24M as of Q1 2026.
- Creative Planning bought 2,693 Quest Diagnostics shares in Q1 2026, an estimated $523K.
- Quest Diagnostics made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1328 holding.
- Creative Planning first reported a position in Quest Diagnostics in Q2 2013 and has held it in 51 quarters since.
- 1,064 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.