Creative Planning
DGX icon

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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

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.