CI
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CX Institutional’s Quest Diagnostics DGX Stock Holding History

CX Institutional’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
Q3 		$1.59M Sell
6,825
-49
-0.7% -$11.3K 0.04% 285
2026
Q2 		$1.46M Sell
6,874
-492
-7% -$96.6K 0.04% 289
2026
Q1 		$1.44M Buy
7,366
+666
+10% +$129K 0.04% 290
2025
Q4 		$1.16M Sell
6,700
-1,203
-15% -$219K 0.03% 265
2025
Q3 		$1.51M Buy
7,903
+40
+0.5% +$7.1K 0.05% 242
2025
Q2 		$1.41M Sell
7,863
-1,636
-17% -$284K 0.05% 224
2025
Q1 		$1.61M Buy
9,499
+366
+4% +$60.1K 0.06% 213
2024
Q4 		$1.38M Sell
9,133
-1,205
-12% -$187K 0.05% 217
2024
Q3 		$1.6M Buy
10,338
+537
+5% +$80.2K 0.07% 215
2024
Q2 		$1.34M Buy
9,801
+626
+7% +$85.7K 0.06% 233
2024
Q1 		$1.22M Buy
9,175
+6,461
+238% +$838K 0.06% 251
2023
Q4 		$374K Buy
2,714
+50
+2% +$6.57K 0.02% 363
2023
Q3 		$325K Sell
2,664
-288
-10% -$38.4K 0.02% 386
2023
Q2 		$415K Buy
2,952
+251
+9% +$34.6K 0.02% 372
2023
Q1 		$385K Sell
2,701
-65
-2% -$9.3K 0.02% 377
2022
Q4 		$433K Buy
2,766
+238
+9% +$34.2K 0.03% 386
2022
Q3 		$310K Buy
2,528
+82
+3% +$10.8K 0.02% 388
2022
Q2 		$325K Sell
2,446
-78
-3% -$10.6K 0.02% 377
2022
Q1 		$345K Buy
2,524
+45
+2% +$6.27K 0.03% 298
2021
Q4 		$429K Buy
2,479
+30
+1% +$4.57K 0.03% 257
2021
Q3 		$356K Buy
2,449
+5
+0.2% +$732 0.03% 295
2021
Q2 		$323K Buy
2,444
+46
+2% +$6.02K 0.03% 291
2021
Q1 		$308K Buy
2,398
+31
+1% +$3.82K 0.03% 261
2020
Q4 		$282K Buy
2,367
+34
+1% +$4.14K 0.03% 272
2020
Q3 		$267K Sell
2,333
-51
-2% -$6.03K 0.03% 241
2020
Q2 		$272K Sell
2,384
-64
-3% -$6.79K 0.04% 226
2020
Q1 		$197K Buy
2,448
+209
+9% +$21.6K 0.03% 230
2019
Q4 		$239K Sell
2,239
-10,144
-82% -$1.06M 0.04% 186
2019
Q3 		$1.32M Buy
+12,383
New +$1.27M 0.21% 103
2019
Q2 		– Sell
-2,252
Closed -$202K – 957
2019
Q1 		$202K Buy
2,252
+52
+2% +$4.51K 0.04% 214
2018
Q4 		$183K Buy
+2,200
New +$206K 0.04% 173

Other funds holding DGX

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

CX Institutional's DGX Position: Q3 2026 in Review

CX Institutional reduced its Quest Diagnostics (DGX) stake by 0.71% in Q3 2026, selling an estimated $11.3K and leaving 6,825 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #285.

CX Institutional first reported a position in DGX in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.61M in Q1 2025. 15 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

  • CX Institutional held 6,825 shares of Quest Diagnostics worth $1.59M as of Q3 2026.
  • CX Institutional sold 49 Quest Diagnostics shares in Q3 2026, an estimated $11.3K.
  • Quest Diagnostics made up 0.04% of CX Institutional's portfolio in Q3 2026, its #285 holding.
  • CX Institutional first reported a position in Quest Diagnostics in Q4 2018 and has held it in 31 quarters since.
  • CX Institutional's Quest Diagnostics position peaked at $1.61M in Q1 2025.
  • 15 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.