Heritage Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Heritage Wealth 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 Q1	$116K	Hold	590	–	–	﹤0.01%	240
2025 Q4	$102K	Hold	590	–	–	﹤0.01%	266
2025 Q3	$112K	Hold	590	–	–	﹤0.01%	243
2025 Q2	$106K	Hold	590	–	–	0.01%	245
2025 Q1	$99.8K	Sell	590 -12	-2%	-$1.97K	0.01%	246
2024 Q4	$90.8K	Buy	602 +2	+0.3%	+$311	﹤0.01%	259
2024 Q3	$93.2K	Buy	600 +10	+2%	+$1.49K	﹤0.01%	269
2024 Q2	$80.8K	Hold	590	–	–	﹤0.01%	266
2024 Q1	$78.5K	Hold	590	–	–	﹤0.01%	281
2023 Q4	$81.3K	Hold	590	–	–	﹤0.01%	287
2023 Q3	$71.9K	Hold	590	–	–	﹤0.01%	273
2023 Q2	$82.9K	Hold	590	–	–	﹤0.01%	271
2023 Q1	$83.5K	Sell	590 -850	-59%	-$122K	﹤0.01%	272
2022 Q4	$225K	Hold	1,440	–	–	0.01%	198
2022 Q3	$177K	Hold	1,440	–	–	0.01%	209
2022 Q2	$191K	Buy	+1,440	New	+$196K	0.01%	203

Other funds holding DGX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Heritage Wealth Advisors's DGX Position: Q1 2026 in Review

Heritage Wealth Advisors held its Quest Diagnostics (DGX) position steady in Q1 2026 at 590 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Heritage Wealth Advisors first reported a position in DGX in Q2 2022 and has held it in 16 quarters since. The position peaked at $225K in Q4 2022. 1,063 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

Heritage Wealth Advisors held 590 shares of Quest Diagnostics worth $116K as of Q1 2026.
Heritage Wealth Advisors left its Quest Diagnostics share count unchanged in Q1 2026.
Quest Diagnostics made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #240 holding.
Heritage Wealth Advisors first reported a position in Quest Diagnostics in Q2 2022 and has held it in 16 quarters since.
Heritage Wealth Advisors's Quest Diagnostics position peaked at $225K in Q4 2022.
1,063 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.