EWP
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Elevation Wealth Partners’s Quest Diagnostics DGX Stock Holding History

Elevation Wealth Partners’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 		$24.7K Buy
106
+72
+212% +$16.6K 0.01% 610
2026
Q2 		$7.21K Hold
34
– – ﹤0.01% 920
2026
Q1 		$6.66K Sell
34
-51
-60% -$9.91K ﹤0.01% 617
2025
Q4 		$14.8K Buy
85
+53
+166% +$9.65K 0.01% 428
2025
Q3 		$6.1K Buy
+32
New +$5.68K ﹤0.01% 449

Other funds holding DGX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Elevation Wealth Partners's DGX Position: Q3 2026 in Review

Elevation Wealth Partners increased its Quest Diagnostics (DGX) stake by 212% in Q3 2026, buying an estimated $16.6K and bringing the position to 106 shares worth $24.7K. The position accounts for 0.01% of the portfolio, ranked #610.

Elevation Wealth Partners first reported a position in DGX in Q3 2025 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

  • Elevation Wealth Partners held 106 shares of Quest Diagnostics worth $24.7K as of Q3 2026.
  • Elevation Wealth Partners bought 72 Quest Diagnostics shares in Q3 2026, an estimated $16.6K.
  • Quest Diagnostics made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #610 holding.
  • Elevation Wealth Partners first reported a position in Quest Diagnostics in Q3 2025 and has held it in 5 quarters since.
  • 48 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.