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
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 $11.2B AUM 80.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 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
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Elevation Wealth Partners's DGX Position: Q2 2026 in Review

Elevation Wealth Partners held its Quest Diagnostics (DGX) position steady in Q2 2026 at 34 shares worth $7.21K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Elevation Wealth Partners first reported a position in DGX in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.8K in Q4 2025. 405 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Elevation Wealth Partners held 34 shares of Quest Diagnostics worth $7.21K as of Q2 2026.
  • Elevation Wealth Partners left its Quest Diagnostics share count unchanged in Q2 2026.
  • Quest Diagnostics made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #920 holding.
  • Elevation Wealth Partners first reported a position in Quest Diagnostics in Q3 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Quest Diagnostics position peaked at $14.8K in Q4 2025.
  • 405 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.