HBK Sorce Advisory’s Quest Diagnostics DGX Stock Holding History

HBK Sorce Advisory’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	$378K	Sell	1,601 -102	-6%	-$20K	0.01%	448
2026 Q1	$319K	Sell	1,703 -139	-8%	-$27K	0.01%	482
2025 Q4	$351K	Sell	1,842 -235	-11%	-$42.8K	0.01%	444
2025 Q3	$389K	Sell	2,077 -520	-20%	-$92.3K	0.01%	406
2025 Q2	$467K	Sell	2,597 -382	-13%	-$66.4K	0.01%	353
2025 Q1	$504K	Buy	+2,979	New	+$489K	0.01%	337
2020 Q1	–	Sell	-2,554	Closed	-$273K	–	410
2019 Q4	$273K	Buy	+2,554	New	+$266K	0.02%	361

Other funds holding DGX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MGP

M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

HBK Sorce Advisory's DGX Position: Q2 2026 in Review

HBK Sorce Advisory reduced its Quest Diagnostics (DGX) stake by 6% in Q2 2026, selling an estimated $20K and leaving 1,601 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #448.

HBK Sorce Advisory first reported a position in DGX in Q4 2019 and has held it in 7 quarters since. The position peaked at $504K in Q1 2025. 629 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

HBK Sorce Advisory held 1,601 shares of Quest Diagnostics worth $378K as of Q2 2026.
HBK Sorce Advisory sold 102 Quest Diagnostics shares in Q2 2026, an estimated $20K.
Quest Diagnostics made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #448 holding.
HBK Sorce Advisory first reported a position in Quest Diagnostics in Q4 2019 and has held it in 7 quarters since.
HBK Sorce Advisory's Quest Diagnostics position peaked at $504K in Q1 2025.
629 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.