Golden State Equity Partners’s Quest Diagnostics DGX Stock Holding History

Golden State Equity Partners’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 Q1	$280K	Buy	1,428 +181	+15%	+$35.2K	0.02%	594
2025 Q4	$216K	Sell	1,247 -13	-1%	-$2.37K	0.03%	465
2025 Q3	$240K	Sell	1,260 -73	-5%	-$13K	0.04%	394
2025 Q2	$239K	Sell	1,333 -170	-11%	-$29.5K	0.04%	381
2025 Q1	$254K	Sell	1,503 -233	-13%	-$38.3K	0.05%	366
2024 Q4	$262K	Buy	1,736 +796	+85%	+$124K	0.05%	358
2024 Q3	$146K	Sell	940 -1,313	-58%	-$196K	0.08%	227
2024 Q2	$308K	Buy	+2,253	New	+$309K	0.06%	313
2023 Q4	$281K	Buy	2,035 +251	+14%	+$33K	0.07%	294
2023 Q3	$217K	Buy	1,784 +205	+13%	+$27.3K	0.06%	301
2023 Q2	$222K	Buy	+1,579	New	+$218K	0.06%	329

Other funds holding DGX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Golden State Equity Partners's DGX Position: Q1 2026 in Review

Golden State Equity Partners increased its Quest Diagnostics (DGX) stake by 15% in Q1 2026, buying an estimated $35.2K and bringing the position to 1,428 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #594.

Golden State Equity Partners first reported a position in DGX in Q2 2023 and has held it in 11 quarters since. The position peaked at $308K in Q2 2024. 1,064 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

Golden State Equity Partners held 1,428 shares of Quest Diagnostics worth $280K as of Q1 2026.
Golden State Equity Partners bought 181 Quest Diagnostics shares in Q1 2026, an estimated $35.2K.
Quest Diagnostics made up 0.02% of Golden State Equity Partners's portfolio in Q1 2026, its #594 holding.
Golden State Equity Partners first reported a position in Quest Diagnostics in Q2 2023 and has held it in 11 quarters since.
Golden State Equity Partners's Quest Diagnostics position peaked at $308K in Q2 2024.
1,064 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.