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HB Wealth Management’s Quest Diagnostics DGX Stock Holding History

HB 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 		$2.57M Buy
12,123
+89
+0.7% +$17.5K 0.01% 412
2026
Q1 		$2.36M Buy
12,034
+742
+7% +$144K 0.02% 392
2025
Q4 		$1.96M Buy
11,292
+58
+0.5% +$10.6K 0.01% 412
2025
Q3 		$2.14M Buy
11,234
+321
+3% +$57K 0.01% 402
2025
Q2 		$1.96M Sell
10,913
-234
-2% -$40.6K 0.02% 380
2025
Q1 		$1.89M Buy
11,147
+2,869
+35% +$471K 0.02% 394
2024
Q4 		$1.25M Sell
8,278
-389
-4% -$60.5K 0.01% 370
2024
Q3 		$1.35M Buy
8,667
+3,516
+68% +$525K 0.01% 338
2024
Q2 		$705K Buy
5,151
+377
+8% +$51.6K 0.01% 447
2024
Q1 		$636K Sell
4,774
-94
-2% -$12.2K 0.01% 436
2023
Q4 		$671K Buy
4,868
+727
+18% +$95.6K 0.01% 390
2023
Q3 		$505K Sell
4,141
-140
-3% -$18.7K 0.01% 426
2023
Q2 		$602K Buy
4,281
+270
+7% +$37.2K 0.01% 376
2023
Q1 		$568K Sell
4,011
-2
-0% -$286 0.01% 385
2022
Q4 		$628K Buy
4,013
+135
+3% +$19.4K 0.01% 351
2022
Q3 		$476K Sell
3,878
-261
-6% -$34.4K 0.01% 344
2022
Q2 		$550K Buy
+4,139
New +$564K 0.01% 326

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

HB Wealth Management's DGX Position: Q2 2026 in Review

HB Wealth Management increased its Quest Diagnostics (DGX) stake by 0.74% in Q2 2026, buying an estimated $17.5K and bringing the position to 12,123 shares worth $2.57M. The position accounts for 0.01% of the portfolio, ranked #412.

HB Wealth Management first reported a position in DGX in Q2 2022 and has held it in 17 quarters since. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • HB Wealth Management held 12,123 shares of Quest Diagnostics worth $2.57M as of Q2 2026.
  • HB Wealth Management bought 89 Quest Diagnostics shares in Q2 2026, an estimated $17.5K.
  • Quest Diagnostics made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #412 holding.
  • HB Wealth Management first reported a position in Quest Diagnostics in Q2 2022 and has held it in 17 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.