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Dynasty Wealth Management’s Quest Diagnostics DGX Stock Holding History

Dynasty Wealth Management’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 		$1.97M Sell
10,075
-84
-0.8% -$16.3K 0.02% 129
2025
Q4 		$1.76M Buy
10,159
+411
+4% +$74.8K 0.02% 143
2025
Q3 		$1.86M Buy
+9,748
New +$1.73M 0.02% 123

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

Dynasty Wealth Management's DGX Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Quest Diagnostics (DGX) stake by 0.83% in Q1 2026, selling an estimated $16.3K and leaving 10,075 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #129.

Dynasty Wealth Management first reported a position in DGX in Q3 2025 and has held it in 3 quarters since. 1,063 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Dynasty Wealth Management held 10,075 shares of Quest Diagnostics worth $1.97M as of Q1 2026.
  • Dynasty Wealth Management sold 84 Quest Diagnostics shares in Q1 2026, an estimated $16.3K.
  • Quest Diagnostics made up 0.02% of Dynasty Wealth Management's portfolio in Q1 2026, its #129 holding.
  • Dynasty Wealth Management first reported a position in Quest Diagnostics in Q3 2025 and has held it in 3 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.