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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
Q2 		$2.07M Sell
9,786
-289
-3% -$56.7K 0.02% 129
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 $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

Dynasty Wealth Management's DGX Position: Q2 2026 in Review

Dynasty Wealth Management reduced its Quest Diagnostics (DGX) stake by 2.9% in Q2 2026, selling an estimated $56.7K and leaving 9,786 shares worth $2.07M. 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 4 quarters since. 1,107 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Dynasty Wealth Management held 9,786 shares of Quest Diagnostics worth $2.07M as of Q2 2026.
  • Dynasty Wealth Management sold 289 Quest Diagnostics shares in Q2 2026, an estimated $56.7K.
  • Quest Diagnostics made up 0.02% of Dynasty Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Dynasty Wealth Management first reported a position in Quest Diagnostics in Q3 2025 and has held it in 4 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.