Harbor Asset Planning
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Harbor Asset Planning’s Quest Diagnostics DGX Stock Holding History

Harbor Asset Planning’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 		$7.49K Hold
32
– – 0.01% 361
2026
Q2 		$6.82K Hold
32
– – 0.01% 361
2026
Q1 		$6.3K Hold
32
– – 0.01% 369
2025
Q4 		$5.58K Hold
32
– – ﹤0.01% 376
2025
Q3 		$6.13K Hold
32
– – 0.01% 348
2025
Q2 		$5.78K Buy
+32
New +$5.56K 0.01% 352

Other funds holding DGX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
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

Harbor Asset Planning's DGX Position: Q3 2026 in Review

Harbor Asset Planning held its Quest Diagnostics (DGX) position steady in Q3 2026 at 32 shares worth $7.49K. The position accounts for 0.01% of the portfolio, ranked #361.

Harbor Asset Planning first reported a position in DGX in Q2 2025 and has held it in 6 quarters since. 605 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

  • Harbor Asset Planning held 32 shares of Quest Diagnostics worth $7.49K as of Q3 2026.
  • Harbor Asset Planning left its Quest Diagnostics share count unchanged in Q3 2026.
  • Quest Diagnostics made up 0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #361 holding.
  • Harbor Asset Planning first reported a position in Quest Diagnostics in Q2 2025 and has held it in 6 quarters since.
  • 605 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.