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GoalVest Advisory’s Quest Diagnostics DGX Stock Holding History

GoalVest Advisory’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
Q3 		$6.06K Buy
+26
New +$6.01K ﹤0.01% 531
2022
Q3 		– Sell
-400
Closed -$53K – 265
2022
Q2 		$53K Buy
+400
New +$54.5K 0.03% 160

Other funds holding DGX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GoalVest Advisory's DGX Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Quest Diagnostics (DGX) in Q3 2026: 26 shares worth $6.06K. The stake represents ﹤0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in DGX as recently as Q2 2022.

GoalVest Advisory first reported a position in DGX in Q2 2022 and has held it in 2 quarters since. The position peaked at $53K in Q2 2022. 76 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

  • GoalVest Advisory held 26 shares of Quest Diagnostics worth $6.06K as of Q3 2026.
  • Quest Diagnostics was a new GoalVest Advisory position in Q3 2026.
  • Quest Diagnostics made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #531 holding.
  • GoalVest Advisory first reported a position in Quest Diagnostics in Q2 2022 and has held it in 2 quarters since.
  • GoalVest Advisory's Quest Diagnostics position peaked at $53K in Q2 2022.
  • 76 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.