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Greenleaf Trust’s Quest Diagnostics DGX Stock Holding History

Greenleaf Trust’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 		$772K Buy
3,644
+39
+1% +$7.65K 0.01% 422
2026
Q1 		$707K Sell
3,605
-130
-3% -$25.3K 0.01% 415
2025
Q4 		$648K Buy
3,735
+765
+26% +$139K 0.01% 440
2025
Q3 		$566K Buy
2,970
+41
+1% +$7.28K 0.01% 467
2025
Q2 		$526K Sell
2,929
-200
-6% -$34.7K ﹤0.01% 475
2025
Q1 		$529K Buy
3,129
+117
+4% +$19.2K ﹤0.01% 482
2024
Q4 		$454K Sell
3,012
-240
-7% -$37.3K ﹤0.01% 528
2024
Q3 		$505K Buy
3,252
+46
+1% +$6.87K ﹤0.01% 513
2024
Q2 		$439K Buy
3,206
+564
+21% +$77.2K ﹤0.01% 515
2024
Q1 		$352K Sell
2,642
-553
-17% -$71.7K ﹤0.01% 562
2023
Q4 		$441K Buy
3,195
+254
+9% +$33.4K ﹤0.01% 495
2023
Q3 		$358K Buy
2,941
+134
+5% +$17.9K ﹤0.01% 531
2023
Q2 		$395K Sell
2,807
-35
-1% -$4.83K ﹤0.01% 513
2023
Q1 		$402K Buy
2,842
+111
+4% +$15.9K ﹤0.01% 514
2022
Q4 		$427K Buy
2,731
+534
+24% +$76.7K 0.01% 488
2022
Q3 		$270K Sell
2,197
-214
-9% -$28.2K ﹤0.01% 574
2022
Q2 		$321K Sell
2,411
-252
-9% -$34.3K ﹤0.01% 527
2022
Q1 		$364K Sell
2,663
-624
-19% -$87K ﹤0.01% 520
2021
Q4 		$569K Sell
3,287
-69
-2% -$10.5K 0.01% 386
2021
Q3 		$488K Buy
3,356
+567
+20% +$83K 0.01% 400
2021
Q2 		$368K Sell
2,789
-156
-5% -$20.4K ﹤0.01% 495
2021
Q1 		$378K Buy
2,945
+214
+8% +$26.4K 0.01% 468
2020
Q4 		$325K Buy
2,731
+184
+7% +$22.4K ﹤0.01% 435
2020
Q3 		$292K Sell
2,547
-74
-3% -$8.74K ﹤0.01% 423
2020
Q2 		$299K Sell
2,621
-467
-15% -$49.5K 0.01% 399
2020
Q1 		$248K Sell
3,088
-525
-15% -$54.4K ﹤0.01% 376
2019
Q4 		$386K Buy
3,613
+57
+2% +$5.94K 0.01% 347
2019
Q3 		$381K Buy
3,556
+461
+15% +$47.3K 0.01% 347
2019
Q2 		$315K Buy
3,095
+441
+17% +$42.4K 0.01% 393
2019
Q1 		$239K Buy
+2,654
New +$230K ﹤0.01% 448
2018
Q4 		– Sell
-2,243
Closed -$242K – 505
2018
Q3 		$242K Buy
2,243
+56
+3% +$6.14K ﹤0.01% 457
2018
Q2 		$240K Buy
2,187
+2,042
+1,408% +$213K ﹤0.01% 430
2018
Q1 		$15K Sell
145
-202
-58% -$20.7K ﹤0.01% 520
2017
Q4 		$34K Buy
347
+315
+984% +$29.9K ﹤0.01% 516
2017
Q3 		$3K Buy
+32
New +$3.4K ﹤0.01% 688

Other funds holding DGX

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Greenleaf Trust's DGX Position: Q2 2026 in Review

Greenleaf Trust increased its Quest Diagnostics (DGX) stake by 1.1% in Q2 2026, buying an estimated $7.65K and bringing the position to 3,644 shares worth $772K. The position accounts for 0.01% of the portfolio, ranked #422.

Greenleaf Trust first reported a position in DGX in Q3 2017 and has held it in 35 quarters since. 210 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Greenleaf Trust held 3,644 shares of Quest Diagnostics worth $772K as of Q2 2026.
  • Greenleaf Trust bought 39 Quest Diagnostics shares in Q2 2026, an estimated $7.65K.
  • Quest Diagnostics made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #422 holding.
  • Greenleaf Trust first reported a position in Quest Diagnostics in Q3 2017 and has held it in 35 quarters since.
  • 210 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.