Empirical Wealth Management’s Quest Diagnostics DGX Stock Holding History

Empirical 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	$637K	Sell	3,006 -165	-5%	-$32.4K	0.01%	572
2026 Q1	$621K	Sell	3,171 -488	-13%	-$94.8K	0.01%	504
2025 Q4	$635K	Buy	3,659 +2,178	+147%	+$397K	0.01%	438
2025 Q3	$282K	Buy	+1,481	New	+$263K	0.01%	630
2022 Q1	–	Sell	-1,935	Closed	-$335K	–	509
2021 Q4	$335K	Sell	1,935 -674	-26%	-$103K	0.02%	404
2021 Q3	$379K	Buy	2,609 +600	+30%	+$87.8K	0.02%	345
2021 Q2	$265K	Buy	2,009 +442	+28%	+$57.9K	0.02%	391
2021 Q1	$201K	Buy	+1,567	New	+$193K	0.02%	373

Other funds holding DGX

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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

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 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Empirical Wealth Management reduced its Quest Diagnostics (DGX) stake by 5.2% in Q2 2026, selling an estimated $32.4K and leaving 3,006 shares worth $637K. The position accounts for 0.01% of the portfolio, ranked #572.

Empirical Wealth Management first reported a position in DGX in Q1 2021 and has held it in 8 quarters since. 396 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Empirical Wealth Management held 3,006 shares of Quest Diagnostics worth $637K as of Q2 2026.
Empirical Wealth Management sold 165 Quest Diagnostics shares in Q2 2026, an estimated $32.4K.
Quest Diagnostics made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #572 holding.
Empirical Wealth Management first reported a position in Quest Diagnostics in Q1 2021 and has held it in 8 quarters since.
396 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.