Creative Planning
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Creative Planning’s Quest Diagnostics DGX Stock Holding History

Creative Planning’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
2020
Q4 		– Sell
-300
Closed -$1K – 2372
2020
Q3 		$1K Buy
+300
New +$35.4K ﹤0.01% 2113

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

Creative Planning's DGX Position: Q2 2026 in Review

Creative Planning increased its Quest Diagnostics (DGX) stake by 6% in Q2 2026, buying an estimated $253K and bringing the position to 22,929 shares worth $4.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1434.

Creative Planning first reported a position in DGX in Q2 2013 and has held it in 52 quarters since. 1,107 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Creative Planning held 22,929 shares of Quest Diagnostics worth $4.86M as of Q2 2026.
  • Creative Planning bought 1,291 Quest Diagnostics shares in Q2 2026, an estimated $253K.
  • Quest Diagnostics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1434 holding.
  • Creative Planning first reported a position in Quest Diagnostics in Q2 2013 and has held it in 52 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.