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Evermay Wealth Management’s Quest Diagnostics DGX Stock Holding History

Evermay 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 		$268K Hold
1,265
– – 0.03% 175
2026
Q1 		$248K Hold
1,265
– – 0.03% 174
2025
Q4 		$220K Sell
1,265
-213
-14% -$38.8K 0.02% 185
2025
Q3 		$282K Sell
1,478
-21
-1% -$3.73K 0.03% 170
2025
Q2 		$269K Hold
1,499
– – 0.03% 173
2025
Q1 		$254K Hold
1,499
– – 0.03% 171
2024
Q4 		$226K Sell
1,499
-202
-12% -$31.4K 0.03% 181
2024
Q3 		$264K Sell
1,701
-30
-2% -$4.48K 0.04% 170
2024
Q2 		$237K Sell
1,731
-8
-0.5% -$1.1K 0.04% 181
2024
Q1 		$231K Hold
1,739
– – 0.04% 187
2023
Q4 		$240K Sell
1,739
-20
-1% -$2.63K 0.04% 169
2023
Q3 		$214K Buy
1,759
+2
+0.1% +$266 0.04% 162
2023
Q2 		$247K Sell
1,757
-1
-0.1% -$138 0.05% 154
2023
Q1 		$249K Sell
1,758
-249
-12% -$35.6K 0.05% 151
2022
Q4 		$314K Buy
2,007
+1
+0% +$144 0.06% 133
2022
Q3 		$246K Sell
2,006
-199
-9% -$26.2K 0.05% 149
2022
Q2 		$293K Sell
2,205
-99
-4% -$13.5K 0.06% 135
2022
Q1 		$315K Buy
2,304
+1
+0% +$139 0.05% 151
2021
Q4 		$398K Sell
2,303
-189
-8% -$28.8K 0.07% 115
2021
Q3 		$362K Buy
2,492
+1
+0% +$146 0.07% 113
2021
Q2 		$329K Sell
2,491
-148
-6% -$19.4K 0.06% 131
2021
Q1 		$339K Sell
2,639
-31
-1% -$3.82K 0.07% 128
2020
Q4 		$318K Sell
2,670
-157
-6% -$19.1K 0.07% 129
2020
Q3 		$324K Buy
2,827
+1
+0% +$118 0.08% 112
2020
Q2 		$322K Buy
+2,826
New +$300K 0.08% 109
2020
Q1 		– Sell
-1,986
Closed -$212K – 141
2019
Q4 		$212K Buy
+1,986
New +$207K 0.05% 153

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

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

Evermay Wealth Management held its Quest Diagnostics (DGX) position steady in Q2 2026 at 1,265 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #175.

Evermay Wealth Management first reported a position in DGX in Q4 2019 and has held it in 26 quarters since. The position peaked at $398K in Q4 2021. 1,107 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Evermay Wealth Management held 1,265 shares of Quest Diagnostics worth $268K as of Q2 2026.
  • Evermay Wealth Management left its Quest Diagnostics share count unchanged in Q2 2026.
  • Quest Diagnostics made up 0.03% of Evermay Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Evermay Wealth Management first reported a position in Quest Diagnostics in Q4 2019 and has held it in 26 quarters since.
  • Evermay Wealth Management's Quest Diagnostics position peaked at $398K in Q4 2021.
  • 1,107 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.