Envestnet Portfolio Solutions’s Quest Diagnostics DGX Stock Holding History

Envestnet Portfolio Solutions’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	$872K	Buy	4,114 +709	+21%	+$139K	﹤0.01%	765
2026 Q1	$667K	Sell	3,405 -1,146	-25%	-$223K	﹤0.01%	784
2025 Q4	$790K	Buy	4,551 +274	+6%	+$49.9K	﹤0.01%	853
2025 Q3	$815K	Sell	4,277 -300	-7%	-$53.2K	﹤0.01%	814
2025 Q2	$822K	Sell	4,577 -126	-3%	-$21.9K	﹤0.01%	877
2025 Q1	$796K	Sell	4,703 -5,506	-54%	-$905K	﹤0.01%	870
2024 Q4	$1.54M	Sell	10,209 -1,345	-12%	-$209K	0.01%	761
2024 Q3	$1.79M	Buy	11,554 +83	+0.7%	+$12.4K	0.01%	696
2024 Q2	$1.57M	Sell	11,471 -34,933	-75%	-$4.78M	0.01%	710
2024 Q1	$6.18M	Buy	46,404 +12,105	+35%	+$1.57M	0.02%	329
2023 Q4	$4.73M	Sell	34,299 -17,088	-33%	-$2.25M	0.02%	335
2023 Q3	$6.26M	Buy	+51,387	New	+$6.85M	0.03%	259

Other funds holding DGX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Envestnet Portfolio Solutions's DGX Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Quest Diagnostics (DGX) stake by 21% in Q2 2026, buying an estimated $139K and bringing the position to 4,114 shares worth $872K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Envestnet Portfolio Solutions first reported a position in DGX in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.26M in Q3 2023. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Envestnet Portfolio Solutions held 4,114 shares of Quest Diagnostics worth $872K as of Q2 2026.
Envestnet Portfolio Solutions bought 709 Quest Diagnostics shares in Q2 2026, an estimated $139K.
Quest Diagnostics made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #765 holding.
Envestnet Portfolio Solutions first reported a position in Quest Diagnostics in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Quest Diagnostics position peaked at $6.26M in Q3 2023.
1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.