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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
Q2 		$16.1M Sell
76,028
-686
-0.9% -$135K 0.34% 74
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 $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

CSM Advisors's DGX Position: Q2 2026 in Review

CSM Advisors reduced its Quest Diagnostics (DGX) stake by 0.89% in Q2 2026, selling an estimated $135K and leaving 76,028 shares worth $16.1M. The position accounts for 0.34% of the portfolio, ranked #74.

CSM Advisors first reported a position in DGX in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.3M in Q2 2025. 1,107 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • CSM Advisors held 76,028 shares of Quest Diagnostics worth $16.1M as of Q2 2026.
  • CSM Advisors sold 686 Quest Diagnostics shares in Q2 2026, an estimated $135K.
  • Quest Diagnostics made up 0.34% of CSM Advisors's portfolio in Q2 2026, its #74 holding.
  • CSM Advisors first reported a position in Quest Diagnostics in Q2 2025 and has held it in 5 quarters since.
  • CSM Advisors's Quest Diagnostics position peaked at $18.3M in Q2 2025.
  • 1,107 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.