Evercore Wealth Management’s Quest Diagnostics DGX Stock Holding History

Evercore 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	$212K	Sell	1,000 -786	-44%	-$154K	﹤0.01%	393
2026 Q1	$350K	Hold	1,786	–	–	0.01%	316
2025 Q4	$310K	Hold	1,786	–	–	﹤0.01%	333
2025 Q3	$340K	Sell	1,786 -19	-1%	-$3.37K	0.01%	334
2025 Q2	$324K	Hold	1,805	–	–	0.01%	335
2025 Q1	$305K	Hold	1,805	–	–	﹤0.01%	336
2024 Q4	$272K	Sell	1,805 -75	-4%	-$11.7K	﹤0.01%	349
2024 Q3	$292K	Hold	1,880	–	–	﹤0.01%	347
2024 Q2	$257K	Hold	1,880	–	–	﹤0.01%	360
2024 Q1	$250K	Sell	1,880 -19	-1%	-$2.46K	﹤0.01%	370
2023 Q4	$262K	Buy	+1,899	New	+$250K	﹤0.01%	371
2021 Q1	–	Sell	-1,708	Closed	-$204K	–	433
2020 Q4	$204K	Buy	+1,708	New	+$208K	﹤0.01%	412
2018 Q1	–	Sell	-100	Closed	-$10K	–	453
2017 Q4	$10K	Sell	100 -60	-38%	-$5.69K	﹤0.01%	811
2017 Q3	$15K	Hold	160	–	–	﹤0.01%	747
2017 Q2	$18K	Hold	160	–	–	﹤0.01%	735
2017 Q1	$16K	Sell	160 -13	-8%	-$1.24K	﹤0.01%	782
2016 Q4	$16K	Buy	173 +73	+73%	+$6.29K	﹤0.01%	775
2016 Q3	$8K	Hold	100	–	–	﹤0.01%	885
2016 Q2	$8K	Hold	100	–	–	﹤0.01%	869
2016 Q1	$7K	Hold	100	–	–	﹤0.01%	831
2015 Q4	$7K	Hold	100	–	–	﹤0.01%	884
2015 Q3	$6K	Hold	100	–	–	﹤0.01%	873
2015 Q2	$7K	Hold	100	–	–	﹤0.01%	956
2015 Q1	$8K	Hold	100	–	–	﹤0.01%	889
2014 Q4	$7K	Hold	100	–	–	﹤0.01%	771
2014 Q3	$6K	Sell	100 -48	-32%	-$2.96K	﹤0.01%	856
2014 Q2	$9K	Buy	+148	New	+$8.67K	﹤0.01%	847

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

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

Evercore Wealth Management reduced its Quest Diagnostics (DGX) stake by 44% in Q2 2026, selling an estimated $154K and leaving 1,000 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Evercore Wealth Management first reported a position in DGX in Q2 2014 and has held it in 27 quarters since. The position peaked at $350K in Q1 2026. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Evercore Wealth Management held 1,000 shares of Quest Diagnostics worth $212K as of Q2 2026.
Evercore Wealth Management sold 786 Quest Diagnostics shares in Q2 2026, an estimated $154K.
Quest Diagnostics made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #393 holding.
Evercore Wealth Management first reported a position in Quest Diagnostics in Q2 2014 and has held it in 27 quarters since.
Evercore Wealth Management's Quest Diagnostics position peaked at $350K in Q1 2026.
1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.