EPG Wealth Management
DGX icon

EPG Wealth Management’s Quest Diagnostics DGX Stock Holding History

EPG 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
Q3 		$291K Buy
1,247
+205
+20% +$47.4K 0.07% 166
2026
Q2 		$221K Buy
+1,042
New +$205K 0.05% 175
2020
Q2 		– Sell
-38
Closed -$3K – 279
2020
Q1 		$3K Hold
38
– – ﹤0.01% 651
2019
Q4 		$4K Buy
+38
New +$3.96K ﹤0.01% 537

Other funds holding DGX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

EPG Wealth Management's DGX Position: Q3 2026 in Review

EPG Wealth Management increased its Quest Diagnostics (DGX) stake by 20% in Q3 2026, buying an estimated $47.4K and bringing the position to 1,247 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #166.

EPG Wealth Management first reported a position in DGX in Q4 2019 and has held it in 4 quarters since. 841 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

  • EPG Wealth Management held 1,247 shares of Quest Diagnostics worth $291K as of Q3 2026.
  • EPG Wealth Management bought 205 Quest Diagnostics shares in Q3 2026, an estimated $47.4K.
  • Quest Diagnostics made up 0.07% of EPG Wealth Management's portfolio in Q3 2026, its #166 holding.
  • EPG Wealth Management first reported a position in Quest Diagnostics in Q4 2019 and has held it in 4 quarters since.
  • 841 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.