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Integrated Wealth Concepts’s Quest Diagnostics DGX Stock Holding History

Integrated Wealth Concepts’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 		$2.23M Buy
11,372
+9,301
+449% +$1.81M 0.02% 718
2025
Q4 		$359K Sell
2,071
-586
-22% -$107K ﹤0.01% 1246
2025
Q3 		$506K Sell
2,657
-691
-21% -$123K ﹤0.01% 1336
2025
Q2 		$601K Sell
3,348
-6,073
-64% -$1.05M 0.01% 1167
2025
Q1 		$1.59M Sell
9,421
-4,467
-32% -$734K 0.02% 639
2024
Q4 		$2.1M Sell
13,888
-1,420
-9% -$221K 0.02% 539
2024
Q3 		$2.38M Buy
15,308
+4,241
+38% +$633K 0.03% 503
2024
Q2 		$1.51M Buy
11,067
+80
+0.7% +$11K 0.02% 601
2024
Q1 		$1.46M Sell
10,987
-3,116
-22% -$404K 0.02% 612
2023
Q4 		$1.94M Buy
14,103
+307
+2% +$40.4K 0.03% 495
2023
Q3 		$1.68M Buy
13,796
+275
+2% +$36.6K 0.03% 508
2023
Q2 		$1.9M Sell
13,521
-438
-3% -$60.4K 0.03% 480
2023
Q1 		$1.98M Buy
13,959
+9,604
+221% +$1.37M 0.04% 414
2022
Q4 		$681K Buy
4,355
+252
+6% +$36.2K 0.02% 564
2022
Q3 		$503K Buy
+4,103
New +$540K 0.02% 589
2022
Q1 		– Sell
-2,241
Closed -$388K – 970
2021
Q4 		$388K Buy
2,241
+555
+33% +$84.4K 0.01% 677
2021
Q3 		$245K Buy
+1,686
New +$247K 0.01% 814

Other funds holding DGX

BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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

Integrated Wealth Concepts's DGX Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Quest Diagnostics (DGX) stake by 449% in Q1 2026, buying an estimated $1.81M and bringing the position to 11,372 shares worth $2.23M. The position accounts for 0.02% of the portfolio, ranked #718.

Integrated Wealth Concepts first reported a position in DGX in Q3 2021 and has held it in 17 quarters since. The position peaked at $2.38M in Q3 2024. 1,064 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Integrated Wealth Concepts held 11,372 shares of Quest Diagnostics worth $2.23M as of Q1 2026.
  • Integrated Wealth Concepts bought 9,301 Quest Diagnostics shares in Q1 2026, an estimated $1.81M.
  • Quest Diagnostics made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #718 holding.
  • Integrated Wealth Concepts first reported a position in Quest Diagnostics in Q3 2021 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's Quest Diagnostics position peaked at $2.38M in Q3 2024.
  • 1,064 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.