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Diversified Trust’s Quest Diagnostics DGX Stock Holding History

Diversified Trust’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 		$469K Buy
2,212
+754
+52% +$148K 0.01% 776
2026
Q1 		$286K Sell
1,458
-49
-3% -$9.52K 0.01% 862
2025
Q4 		$262K Buy
+1,507
New +$274K ﹤0.01% 870
2023
Q2 		– Sell
-2,089
Closed -$296K – 845
2023
Q1 		$296K Buy
2,089
+598
+40% +$85.6K 0.01% 627
2022
Q4 		$233K Buy
+1,491
New +$214K 0.01% 681
2022
Q1 		– Sell
-2,512
Closed -$435K – 826
2021
Q4 		$435K Sell
2,512
-51
-2% -$7.76K 0.01% 503
2021
Q3 		$372K Sell
2,563
-362
-12% -$53K 0.01% 506
2021
Q2 		$386K Sell
2,925
-771
-21% -$101K 0.01% 477
2021
Q1 		$474K Buy
+3,696
New +$455K 0.02% 387

Other funds holding DGX

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Diversified Trust's DGX Position: Q2 2026 in Review

Diversified Trust increased its Quest Diagnostics (DGX) stake by 52% in Q2 2026, buying an estimated $148K and bringing the position to 2,212 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #776.

Diversified Trust first reported a position in DGX in Q1 2021 and has held it in 9 quarters since. The position peaked at $474K in Q1 2021. 207 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Diversified Trust held 2,212 shares of Quest Diagnostics worth $469K as of Q2 2026.
  • Diversified Trust bought 754 Quest Diagnostics shares in Q2 2026, an estimated $148K.
  • Quest Diagnostics made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #776 holding.
  • Diversified Trust first reported a position in Quest Diagnostics in Q1 2021 and has held it in 9 quarters since.
  • Diversified Trust's Quest Diagnostics position peaked at $474K in Q1 2021.
  • 207 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.