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Crestmont Private Wealth’s Quest Diagnostics DGX Stock Holding History

Crestmont Private Wealth’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 		$979K Sell
4,618
-101
-2% -$19.8K 0.27% 23
2026
Q1 		$925K Buy
4,719
+112
+2% +$21.8K 0.29% 26
2025
Q4 		$799K Buy
4,607
+229
+5% +$41.7K 0.26% 28
2025
Q3 		$834K Buy
4,378
+251
+6% +$44.5K 0.28% 27
2025
Q2 		$741K Buy
4,127
+388
+10% +$67.4K 0.27% 28
2025
Q1 		$633K Buy
3,739
+590
+19% +$96.9K 0.27% 29
2024
Q4 		$475K Buy
3,149
+133
+4% +$20.7K 0.21% 35
2024
Q3 		$468K Buy
3,016
+216
+8% +$32.3K 0.2% 35
2024
Q2 		$383K Sell
2,800
-116
-4% -$15.9K 0.18% 42
2024
Q1 		$388K Buy
2,916
+411
+16% +$53.3K 0.19% 40
2023
Q4 		$345K Sell
2,505
-30
-1% -$3.94K 0.18% 27
2023
Q3 		$309K Sell
2,535
-652
-20% -$86.9K 0.19% 30
2023
Q2 		$448K Buy
3,187
+327
+11% +$45.1K 0.26% 22
2023
Q1 		$405K Buy
2,860
+417
+17% +$59.7K 0.26% 17
2022
Q4 		$382K Buy
+2,443
New +$351K 0.26% 18

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

Crestmont Private Wealth's DGX Position: Q2 2026 in Review

Crestmont Private Wealth reduced its Quest Diagnostics (DGX) stake by 2.1% in Q2 2026, selling an estimated $19.8K and leaving 4,618 shares worth $979K. The position accounts for 0.27% of the portfolio, ranked #23.

Crestmont Private Wealth first reported a position in DGX in Q4 2022 and has held it in 15 quarters since. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Crestmont Private Wealth held 4,618 shares of Quest Diagnostics worth $979K as of Q2 2026.
  • Crestmont Private Wealth sold 101 Quest Diagnostics shares in Q2 2026, an estimated $19.8K.
  • Quest Diagnostics made up 0.27% of Crestmont Private Wealth's portfolio in Q2 2026, its #23 holding.
  • Crestmont Private Wealth first reported a position in Quest Diagnostics in Q4 2022 and has held it in 15 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.