Halbert Hargrove Global Advisors
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Halbert Hargrove Global Advisors’s Quest Diagnostics DGX Stock Holding History

Halbert Hargrove Global Advisors’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 		– Sell
-2
Closed -$365 – 450
2026
Q2 		$365 Buy
+2
New +$393 ﹤0.01% 577
2025
Q2 		– Sell
-1
Closed -$170 – 399
2025
Q1 		$170 Buy
+1
New +$164 ﹤0.01% 602

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M&G plc
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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Halbert Hargrove Global Advisors's DGX Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Quest Diagnostics (DGX) in Q3 2026, closing a stake of 2 shares — an estimated $365 sold.

Halbert Hargrove Global Advisors first reported a position in DGX in Q1 2025 and held it in 2 quarters. The position peaked at $365 in Q2 2026. 612 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Quest Diagnostics position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 2 Quest Diagnostics shares in Q3 2026, an estimated $365.
  • Halbert Hargrove Global Advisors first reported a position in Quest Diagnostics in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Quest Diagnostics position peaked at $365 in Q2 2026.
  • 612 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.