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Golden State Wealth Management’s Quest Diagnostics DGX Stock Holding History

Golden State Wealth Management’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 		$17.2K Hold
81
– – ﹤0.01% 980
2026
Q1 		$15.9K Hold
81
– – ﹤0.01% 970
2025
Q4 		$14.1K Buy
81
+6
+8% +$1.09K ﹤0.01% 1011
2025
Q3 		$14.3K Hold
75
– – ﹤0.01% 1004
2025
Q2 		$13.5K Hold
75
– – ﹤0.01% 990
2025
Q1 		$12.7K Hold
75
– – ﹤0.01% 924
2024
Q4 		$11.3K Buy
+75
New +$11.7K ﹤0.01% 934

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

Golden State Wealth Management's DGX Position: Q2 2026 in Review

Golden State Wealth Management held its Quest Diagnostics (DGX) position steady in Q2 2026 at 81 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Golden State Wealth Management first reported a position in DGX in Q4 2024 and has held it in 7 quarters since. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Golden State Wealth Management held 81 shares of Quest Diagnostics worth $17.2K as of Q2 2026.
  • Golden State Wealth Management left its Quest Diagnostics share count unchanged in Q2 2026.
  • Quest Diagnostics made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #980 holding.
  • Golden State Wealth Management first reported a position in Quest Diagnostics in Q4 2024 and has held it in 7 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.