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BFC Planning, Inc.’s Quest Diagnostics DGX Stock Holding History

BFC Planning, Inc.’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 		$290K Buy
1,368
+386
+39% +$75.8K 0.01% 813
2026
Q1 		$192K Sell
982
-115
-10% -$22.3K 0.01% 891
2025
Q4 		$190K Sell
1,097
-34,385
-97% -$6.26M 0.01% 884
2025
Q3 		$6.76M Sell
35,482
-1,435
-4% -$255K 0.49% 37
2025
Q2 		$6.63M Sell
36,917
-230
-0.6% -$39.9K 0.52% 35
2025
Q1 		$6.29M Sell
37,147
-833
-2% -$137K 0.55% 30
2024
Q4 		$5.73M Buy
+37,980
New +$5.91M 0.48% 39

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 $3.38T AUM 44.17% 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 $111B AUM 30.48% 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 $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EdgePoint Investment Group
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

BFC Planning, Inc.'s DGX Position: Q2 2026 in Review

BFC Planning, Inc. increased its Quest Diagnostics (DGX) stake by 39% in Q2 2026, buying an estimated $75.8K and bringing the position to 1,368 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #813.

BFC Planning, Inc. first reported a position in DGX in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.76M in Q3 2025. 1,114 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • BFC Planning, Inc. held 1,368 shares of Quest Diagnostics worth $290K as of Q2 2026.
  • BFC Planning, Inc. bought 386 Quest Diagnostics shares in Q2 2026, an estimated $75.8K.
  • Quest Diagnostics made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #813 holding.
  • BFC Planning, Inc. first reported a position in Quest Diagnostics in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Quest Diagnostics position peaked at $6.76M in Q3 2025.
  • 1,114 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.