EAN
DGX icon

Excelsior Advisor Network’s Quest Diagnostics DGX Stock Holding History

Excelsior Advisor Network’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 		$300K Buy
1,417
+114
+9% +$22.4K 0.04% 363
2026
Q1 		$255K Buy
1,303
+50
+4% +$9.71K 0.1% 179
2025
Q4 		$217K Buy
+1,253
New +$228K 0.11% 150

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

Excelsior Advisor Network's DGX Position: Q2 2026 in Review

Excelsior Advisor Network increased its Quest Diagnostics (DGX) stake by 8.7% in Q2 2026, buying an estimated $22.4K and bringing the position to 1,417 shares worth $300K. The position accounts for 0.04% of the portfolio, ranked #363.

Excelsior Advisor Network first reported a position in DGX in Q4 2025 and has held it in 3 quarters since. 1,105 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Excelsior Advisor Network held 1,417 shares of Quest Diagnostics worth $300K as of Q2 2026.
  • Excelsior Advisor Network bought 114 Quest Diagnostics shares in Q2 2026, an estimated $22.4K.
  • Quest Diagnostics made up 0.04% of Excelsior Advisor Network's portfolio in Q2 2026, its #363 holding.
  • Excelsior Advisor Network first reported a position in Quest Diagnostics in Q4 2025 and has held it in 3 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.