EWA
DGX icon

EP Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

EP Wealth Advisors’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 		$741K Sell
3,498
-36
-1% -$7.07K ﹤0.01% 861
2026
Q1 		$693K Buy
3,534
+61
+2% +$11.9K ﹤0.01% 769
2025
Q4 		$603K Buy
+3,473
New +$632K ﹤0.01% 793
2025
Q2 		$409K Sell
2,275
-8
-0.4% -$1.39K ﹤0.01% 866
2025
Q1 		$386K Sell
2,283
-415
-15% -$68.2K ﹤0.01% 802
2024
Q4 		$407K Sell
2,698
-1,273
-32% -$198K ﹤0.01% 759
2024
Q3 		$616K Buy
3,971
+1,204
+44% +$180K 0.01% 629
2024
Q2 		$379K Sell
2,767
-92
-3% -$12.6K ﹤0.01% 597
2024
Q1 		$381K Sell
2,859
-95
-3% -$12.3K ﹤0.01% 573
2023
Q4 		$407K Sell
2,954
-533
-15% -$70.1K 0.01% 537
2023
Q3 		$425K Sell
3,487
-713
-17% -$95K 0.01% 485
2023
Q2 		$538K Buy
+4,200
New +$579K 0.01% 452
2023
Q1 		– Sell
-5,436
Closed -$850K – 653
2022
Q4 		$850K Buy
+5,436
New +$781K 0.02% 307
2022
Q3 		– Sell
-7,727
Closed -$1.03M – 405
2022
Q2 		$1.03M Sell
7,727
-383
-5% -$52.2K 0.02% 254
2022
Q1 		$1.11M Sell
8,110
-10
-0.1% -$1.39K 0.02% 259
2021
Q4 		$1.41M Sell
8,120
-392
-5% -$59.6K 0.03% 220
2021
Q3 		$1.24M Sell
8,512
-6,322
-43% -$925K 0.03% 216
2021
Q2 		$1.96M Sell
14,834
-3,970
-21% -$520K 0.05% 180
2021
Q1 		$2.41M Buy
+18,804
New +$2.32M 0.08% 151

Other funds holding DGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
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

EP Wealth Advisors's DGX Position: Q2 2026 in Review

EP Wealth Advisors reduced its Quest Diagnostics (DGX) stake by 1% in Q2 2026, selling an estimated $7.07K and leaving 3,498 shares worth $741K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

EP Wealth Advisors first reported a position in DGX in Q1 2021 and has held it in 19 quarters since. The position peaked at $2.41M in Q1 2021. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • EP Wealth Advisors held 3,498 shares of Quest Diagnostics worth $741K as of Q2 2026.
  • EP Wealth Advisors sold 36 Quest Diagnostics shares in Q2 2026, an estimated $7.07K.
  • Quest Diagnostics made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #861 holding.
  • EP Wealth Advisors first reported a position in Quest Diagnostics in Q1 2021 and has held it in 19 quarters since.
  • EP Wealth Advisors's Quest Diagnostics position peaked at $2.41M in Q1 2021.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.