Institute for Wealth Management’s Quest Diagnostics DGX Stock Holding History

Institute for 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	$41.3K	Buy	+195	New	+$38.3K	﹤0.01%	919

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

Institute for Wealth Management's DGX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Quest Diagnostics (DGX) in Q2 2026: 195 shares worth $41.3K. The stake represents ﹤0.01% of the portfolio and ranks #919 among its holdings.

664 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Institute for Wealth Management held 195 shares of Quest Diagnostics worth $41.3K as of Q2 2026.
Quest Diagnostics was a new Institute for Wealth Management position in Q2 2026.
Quest Diagnostics made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #919 holding.
664 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.