EWA
DGX icon

EverSource Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

EverSource 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 		$1.1M Sell
5,172
-4,431
-46% -$870K 0.04% 333
2026
Q1 		$1.88M Buy
9,603
+3,647
+61% +$709K 0.06% 226
2025
Q4 		$1.03M Sell
5,956
-67
-1% -$12.2K 0.04% 332
2025
Q3 		$1.15M Sell
6,023
-3
-0% -$532 0.05% 281
2025
Q2 		$1.08M Buy
6,026
+525
+10% +$91.2K 0.05% 258
2025
Q1 		$931K Buy
5,501
+224
+4% +$36.8K 0.05% 261
2024
Q4 		$796K Buy
5,277
+20
+0.4% +$3.11K 0.04% 277
2024
Q3 		$816K Buy
5,257
+21
+0.4% +$3.14K 0.05% 248
2024
Q2 		$745K Buy
5,236
+31
+0.6% +$4.25K 0.05% 254
2024
Q1 		$719K Buy
5,205
+12
+0.2% +$1.56K 0.06% 226
2023
Q4 		$716K Sell
5,193
-4
-0.1% -$526 0.07% 203
2023
Q3 		$633K Sell
5,197
-345
-6% -$46K 0.07% 202
2023
Q2 		$779K Buy
5,542
+16
+0.3% +$2.21K 0.09% 186
2023
Q1 		$782K Buy
5,526
+3
+0.1% +$429 0.1% 163
2022
Q4 		$864K Sell
5,523
-2,166
-28% -$311K 0.13% 130
2022
Q3 		$943K Buy
7,689
+7,565
+6,101% +$996K 0.22% 84
2022
Q2 		$16K Buy
124
+6
+5% +$818 ﹤0.01% 888
2022
Q1 		$16K Buy
118
+67
+131% +$9.34K ﹤0.01% 786
2021
Q4 		$9K Buy
+51
New +$7.76K ﹤0.01% 993

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

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

EverSource Wealth Advisors reduced its Quest Diagnostics (DGX) stake by 46% in Q2 2026, selling an estimated $870K and leaving 5,172 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #333.

EverSource Wealth Advisors first reported a position in DGX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.88M in Q1 2026. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • EverSource Wealth Advisors held 5,172 shares of Quest Diagnostics worth $1.1M as of Q2 2026.
  • EverSource Wealth Advisors sold 4,431 Quest Diagnostics shares in Q2 2026, an estimated $870K.
  • Quest Diagnostics made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #333 holding.
  • EverSource Wealth Advisors first reported a position in Quest Diagnostics in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Quest Diagnostics position peaked at $1.88M in Q1 2026.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.