Evoke Wealth’s Quest Diagnostics DGX Stock Holding History

Evoke Wealth’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	–	Sell	-1,777	Closed	-$348K	–	162
2026 Q1	$348K	Sell	1,777 -451	-20%	-$87.6K	0.01%	500
2025 Q4	$387K	Buy	+2,228	New	+$406K	0.01%	446
2022 Q4	–	Sell	-39	Closed	-$5K	–	568
2022 Q3	$5K	Sell	39 -16	-29%	-$2.11K	﹤0.01%	873
2022 Q2	$7K	Sell	55 -3	-5%	-$409	﹤0.01%	827
2022 Q1	$8K	Buy	58 +16	+38%	+$2.23K	﹤0.01%	803
2021 Q4	$7K	Buy	42 +3	+8%	+$456	﹤0.01%	836
2021 Q3	$5K	Hold	39	–	–	﹤0.01%	844
2021 Q2	$5K	Hold	39	–	–	﹤0.01%	867
2021 Q1	$5K	Hold	39	–	–	﹤0.01%	839
2020 Q4	$5K	Hold	39	–	–	﹤0.01%	708
2020 Q3	$4K	Hold	39	–	–	﹤0.01%	705
2020 Q2	$4K	Sell	39 -3	-7%	-$318	﹤0.01%	712
2020 Q1	$3.38K	Sell	42 -44	-51%	-$4.55K	﹤0.01%	700
2019 Q4	$9.22K	Hold	86	–	–	﹤0.01%	771
2019 Q3	$9.24K	Buy	+86	New	+$8.83K	﹤0.01%	845

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

Evoke Wealth's DGX Position: Q2 2026 in Review

Evoke Wealth sold out of Quest Diagnostics (DGX) in Q2 2026, closing a stake of 1,777 shares — an estimated $348K sold.

Evoke Wealth first reported a position in DGX in Q3 2019 and held it in 15 quarters. The position peaked at $387K in Q4 2025. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Evoke Wealth reported no remaining Quest Diagnostics position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 1,777 Quest Diagnostics shares in Q2 2026, an estimated $348K.
Evoke Wealth first reported a position in Quest Diagnostics in Q3 2019 and held it in 15 quarters.
Evoke Wealth's Quest Diagnostics position peaked at $387K in Q4 2025.
1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.