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CSM Advisors’s Quest Diagnostics DGX Stock Holding History

CSM Advisors’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
Q1 		$15M Sell
76,714
-11,999
-14% -$2.33M 0.37% 71
2025
Q4 		$15.4M Buy
88,713
+7,044
+9% +$1.28M 0.42% 70
2025
Q3 		$15.6M Sell
81,669
-20,078
-20% -$3.56M 0.44% 65
2025
Q2 		$18.3M Buy
+101,747
New +$17.7M 0.53% 56

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

CSM Advisors's DGX Position: Q1 2026 in Review

CSM Advisors reduced its Quest Diagnostics (DGX) stake by 14% in Q1 2026, selling an estimated $2.33M and leaving 76,714 shares worth $15M. The position accounts for 0.37% of the portfolio, ranked #71.

CSM Advisors first reported a position in DGX in Q2 2025 and has held it in 4 quarters since. The position peaked at $18.3M in Q2 2025. 1,063 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • CSM Advisors held 76,714 shares of Quest Diagnostics worth $15M as of Q1 2026.
  • CSM Advisors sold 11,999 Quest Diagnostics shares in Q1 2026, an estimated $2.33M.
  • Quest Diagnostics made up 0.37% of CSM Advisors's portfolio in Q1 2026, its #71 holding.
  • CSM Advisors first reported a position in Quest Diagnostics in Q2 2025 and has held it in 4 quarters since.
  • CSM Advisors's Quest Diagnostics position peaked at $18.3M in Q2 2025.
  • 1,063 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.