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Essex Financial Services’s Quest Diagnostics DGX Stock Holding History

Essex Financial Services’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 		$562K Sell
2,653
-69
-3% -$13.5K 0.03% 449
2026
Q1 		$533K Buy
2,722
+252
+10% +$49K 0.03% 442
2025
Q4 		$429K Sell
2,470
-441
-15% -$80.3K 0.02% 484
2025
Q3 		$555K Buy
2,911
+279
+11% +$49.5K 0.03% 396
2025
Q2 		$473K Buy
2,632
+186
+8% +$32.3K 0.03% 420
2025
Q1 		$414K Buy
2,446
+159
+7% +$26.1K 0.03% 422
2024
Q4 		$345K Buy
2,287
+131
+6% +$20.4K 0.02% 455
2024
Q3 		$340K Buy
2,156
+37
+2% +$5.53K 0.02% 457
2024
Q2 		$318K Buy
+2,119
New +$290K 0.02% 459
2022
Q1 		– Sell
-1,340
Closed -$232K – 511
2021
Q4 		$232K Buy
+1,340
New +$204K 0.02% 434

Other funds holding DGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Essex Financial Services's DGX Position: Q2 2026 in Review

Essex Financial Services reduced its Quest Diagnostics (DGX) stake by 2.5% in Q2 2026, selling an estimated $13.5K and leaving 2,653 shares worth $562K. The position accounts for 0.03% of the portfolio, ranked #449.

Essex Financial Services first reported a position in DGX in Q4 2021 and has held it in 10 quarters since. 802 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Essex Financial Services held 2,653 shares of Quest Diagnostics worth $562K as of Q2 2026.
  • Essex Financial Services sold 69 Quest Diagnostics shares in Q2 2026, an estimated $13.5K.
  • Quest Diagnostics made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #449 holding.
  • Essex Financial Services first reported a position in Quest Diagnostics in Q4 2021 and has held it in 10 quarters since.
  • 802 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.