Eads & Heald Wealth Management’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $304K | Sell |
1,549
-4
| -0.3% | -$777 | 0.15% | 129 |
|
|
2025
Q4 | $269K | Buy |
1,553
+35
| +2% | +$6.37K | 0.13% | 130 |
|
|
2025
Q3 | $289K | Sell |
1,518
-45
| -3% | -$7.99K | 0.14% | 125 |
|
|
2025
Q2 | $281K | Hold |
1,563
| – | – | 0.14% | 125 |
|
|
2025
Q1 | $264K | Sell |
1,563
-100
| -6% | -$16.4K | 0.13% | 129 |
|
|
2024
Q4 | $251K | Hold |
1,663
| – | – | 0.12% | 129 |
|
|
2024
Q3 | $258K | Hold |
1,663
| – | – | 0.12% | 133 |
|
|
2024
Q2 | $228K | Hold |
1,663
| – | – | 0.11% | 135 |
|
|
2024
Q1 | $221K | Sell |
1,663
-80
| -5% | -$10.4K | 0.1% | 138 |
|
|
2023
Q4 | $240K | Hold |
1,743
| – | – | 0.12% | 135 |
|
|
2023
Q3 | $212K | Hold |
1,743
| – | – | 0.11% | 137 |
|
|
2023
Q2 | $245K | Sell |
1,743
-30
| -2% | -$4.14K | 0.12% | 134 |
|
|
2023
Q1 | $251K | Sell |
1,773
-20
| -1% | -$2.86K | 0.12% | 132 |
|
|
2022
Q4 | $280K | Hold |
1,793
| – | – | 0.14% | 131 |
|
|
2022
Q3 | $220K | Hold |
1,793
| – | – | 0.12% | 132 |
|
|
2022
Q2 | $238K | Buy |
1,793
+11
| +0.6% | +$1.5K | 0.13% | 140 |
|
|
2022
Q1 | $244K | Hold |
1,782
| – | – | 0.11% | 137 |
|
|
2021
Q4 | $308K | Sell |
1,782
-200
| -10% | -$30.4K | 0.13% | 131 |
|
|
2021
Q3 | $288K | Sell |
1,982
-75
| -4% | -$11K | 0.14% | 128 |
|
|
2021
Q2 | $271K | Hold |
2,057
| – | – | 0.13% | 126 |
|
|
2021
Q1 | $264K | Hold |
2,057
| – | – | 0.14% | 124 |
|
|
2020
Q4 | $245K | Hold |
2,057
| – | – | 0.13% | 122 |
|
|
2020
Q3 | $236K | Hold |
2,057
| – | – | 0.14% | 119 |
|
|
2020
Q2 | $234K | Buy |
+2,057
| New | +$218K | 0.14% | 118 |
|
|
2020
Q1 | – | Sell |
-1,942
| Closed | -$207K | – | 122 |
|
|
2019
Q4 | $207K | Hold |
1,942
| – | – | 0.11% | 128 |
|
|
2019
Q3 | $208K | Buy |
+1,942
| New | +$199K | 0.12% | 128 |
|
|
2018
Q4 | – | Sell |
-2,682
| Closed | -$289K | – | 126 |
|
|
2018
Q3 | $289K | Sell |
2,682
-145
| -5% | -$15.9K | 0.17% | 116 |
|
|
2018
Q2 | $311K | Sell |
2,827
-770
| -21% | -$80.2K | 0.19% | 115 |
|
|
2018
Q1 | $361K | Sell |
3,597
-205
| -5% | -$21K | 0.23% | 112 |
|
|
2017
Q4 | $374K | Sell |
3,802
-553
| -13% | -$52.4K | 0.22% | 114 |
|
|
2017
Q3 | $408K | Hold |
4,355
| – | – | 0.25% | 113 |
|
|
2017
Q2 | $484K | Buy |
4,355
+1,995
| +85% | +$211K | 0.31% | 105 |
|
|
2017
Q1 | $232K | Sell |
2,360
-125
| -5% | -$11.9K | 0.15% | 121 |
|
|
2016
Q4 | $228K | Hold |
2,485
| – | – | 0.16% | 121 |
|
|
2016
Q3 | $210K | Sell |
2,485
-80
| -3% | -$6.72K | 0.14% | 124 |
|
|
2016
Q2 | $209K | Buy |
+2,565
| New | +$195K | 0.14% | 123 |
|
|
2015
Q3 | – | Sell |
-2,765
| Closed | -$201K | – | 136 |
|
|
2015
Q2 | $201K | Hold |
2,765
| – | – | 0.13% | 129 |
|
|
2015
Q1 | $212K | Buy |
+2,765
| New | +$198K | 0.14% | 130 |
|
|
2013
Q4 | – | Sell |
-3,890
| Closed | -$240K | – | 113 |
|
|
2013
Q3 | $240K | Sell |
3,890
-180
| -4% | -$10.8K | 0.17% | 109 |
|
|
2013
Q2 | $247K | Buy |
+4,070
| New | +$242K | 0.17% | 107 |
|
Other funds holding DGX
VCM
VPM
EIG
Eads & Heald Wealth Management's DGX Position: Q1 2026 in Review
Eads & Heald Wealth Management reduced its Quest Diagnostics (DGX) stake by 0.26% in Q1 2026, selling an estimated $777 and leaving 1,549 shares worth $304K. The position accounts for 0.15% of the portfolio, ranked #129.
Eads & Heald Wealth Management first reported a position in DGX in Q2 2013 and has held it in 40 quarters since. The position peaked at $484K in Q2 2017. 1,064 funds tracked by Wall St. Rank hold DGX as of Q1 2026.
- Eads & Heald Wealth Management held 1,549 shares of Quest Diagnostics worth $304K as of Q1 2026.
- Eads & Heald Wealth Management sold 4 Quest Diagnostics shares in Q1 2026, an estimated $777.
- Quest Diagnostics made up 0.15% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #129 holding.
- Eads & Heald Wealth Management first reported a position in Quest Diagnostics in Q2 2013 and has held it in 40 quarters since.
- Eads & Heald Wealth Management's Quest Diagnostics position peaked at $484K in Q2 2017.
- 1,064 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.
Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.