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Independent Advisor Alliance’s Quest Diagnostics DGX Stock Holding History

Independent Advisor Alliance’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 		$888K Buy
4,190
+62
+2% +$12.2K 0.02% 497
2026
Q1 		$809K Sell
4,128
-170
-4% -$33K 0.01% 932
2025
Q4 		$746K Buy
4,298
+66
+2% +$12K 0.02% 546
2025
Q3 		$807K Buy
4,232
+59
+1% +$10.5K 0.02% 489
2025
Q2 		$750K Sell
4,173
-322
-7% -$55.9K 0.02% 473
2025
Q1 		$761K Buy
4,495
+81
+2% +$13.3K 0.03% 422
2024
Q4 		$666K Buy
4,414
+303
+7% +$47.1K 0.01% 852
2024
Q3 		$638K Buy
4,111
+178
+5% +$26.6K 0.02% 407
2024
Q2 		$538K Buy
3,933
+1,088
+38% +$149K 0.02% 445
2024
Q1 		$379K Sell
2,845
-106
-4% -$13.8K 0.01% 518
2023
Q4 		$407K Sell
2,951
-423
-13% -$55.6K 0.01% 476
2023
Q3 		$411K Sell
3,374
-28
-0.8% -$3.73K 0.02% 454
2023
Q2 		$478K Buy
3,402
+167
+5% +$23K 0.02% 438
2023
Q1 		$458K Buy
+3,235
New +$463K 0.02% 438
2022
Q4 		– Sell
-3,154
Closed -$387K – 474
2022
Q3 		$387K Buy
3,154
+296
+10% +$39K 0.02% 430
2022
Q2 		$380K Sell
2,858
-27
-0.9% -$3.68K 0.02% 436
2022
Q1 		$395K Sell
2,885
-76
-3% -$10.6K 0.02% 453
2021
Q4 		$512K Sell
2,961
-6
-0.2% -$913 0.03% 394
2021
Q3 		$431K Sell
2,967
-26
-0.9% -$3.8K 0.02% 410
2021
Q2 		$395K Buy
2,993
+22
+0.7% +$2.88K 0.02% 441
2021
Q1 		$381K Sell
2,971
-54
-2% -$6.65K 0.02% 428
2020
Q4 		$361K Buy
3,025
+208
+7% +$25.4K 0.02% 409
2020
Q3 		$323K Buy
2,817
+14
+0.5% +$1.65K 0.02% 374
2020
Q2 		$319K Sell
2,803
-61
-2% -$6.47K 0.03% 352
2020
Q1 		$230K Buy
2,864
+501
+21% +$51.9K 0.03% 329
2019
Q4 		$252K Buy
2,363
+68
+3% +$7.09K 0.01% 739
2019
Q3 		$246K Sell
2,295
-45
-2% -$4.62K 0.03% 375
2019
Q2 		$238K Sell
2,340
-25
-1% -$2.4K 0.03% 343
2019
Q1 		$213K Buy
+2,365
New +$205K 0.03% 396

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's DGX Position: Q2 2026 in Review

Independent Advisor Alliance increased its Quest Diagnostics (DGX) stake by 1.5% in Q2 2026, buying an estimated $12.2K and bringing the position to 4,190 shares worth $888K. The position accounts for 0.02% of the portfolio, ranked #497.

Independent Advisor Alliance first reported a position in DGX in Q1 2019 and has held it in 29 quarters since. 1,111 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Independent Advisor Alliance held 4,190 shares of Quest Diagnostics worth $888K as of Q2 2026.
  • Independent Advisor Alliance bought 62 Quest Diagnostics shares in Q2 2026, an estimated $12.2K.
  • Quest Diagnostics made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #497 holding.
  • Independent Advisor Alliance first reported a position in Quest Diagnostics in Q1 2019 and has held it in 29 quarters since.
  • 1,111 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.