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Crestwood Advisors Group’s Quest Diagnostics DGX Stock Holding History

Crestwood Advisors Group’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 		$508K Buy
2,396
+271
+13% +$53.2K 0.01% 481
2026
Q1 		$416K Sell
2,125
-577
-21% -$112K 0.01% 475
2025
Q4 		$469K Buy
2,702
+1,166
+76% +$212K 0.01% 406
2025
Q3 		$293K Buy
1,536
+308
+25% +$54.7K 0.01% 473
2025
Q2 		$221K Buy
+1,228
New +$213K ﹤0.01% 503

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

Crestwood Advisors Group's DGX Position: Q2 2026 in Review

Crestwood Advisors Group increased its Quest Diagnostics (DGX) stake by 13% in Q2 2026, buying an estimated $53.2K and bringing the position to 2,396 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #481.

Crestwood Advisors Group first reported a position in DGX in Q2 2025 and has held it in 5 quarters since. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Crestwood Advisors Group held 2,396 shares of Quest Diagnostics worth $508K as of Q2 2026.
  • Crestwood Advisors Group bought 271 Quest Diagnostics shares in Q2 2026, an estimated $53.2K.
  • Quest Diagnostics made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #481 holding.
  • Crestwood Advisors Group first reported a position in Quest Diagnostics in Q2 2025 and has held it in 5 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.