JWCA
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J.W. Cole Advisors’s Quest Diagnostics DGX Stock Holding History

J.W. Cole 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
Q2 		$329K Buy
1,550
+36
+2% +$7.07K 0.01% 1223
2026
Q1 		$297K Sell
1,514
-349
-19% -$67.8K 0.01% 633
2025
Q4 		$306K Sell
1,863
-608
-25% -$111K 0.01% 1092
2025
Q3 		$471K Buy
2,471
+630
+34% +$112K 0.01% 1008
2025
Q2 		$331K Buy
1,841
+115
+7% +$20K 0.01% 1091
2025
Q1 		$292K Buy
+1,726
New +$284K 0.01% 972
2022
Q1 		– Sell
-1,210
Closed -$209K – 820
2021
Q4 		$209K Buy
+1,210
New +$184K 0.01% 768

Other funds holding DGX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

J.W. Cole Advisors's DGX Position: Q2 2026 in Review

J.W. Cole Advisors increased its Quest Diagnostics (DGX) stake by 2.4% in Q2 2026, buying an estimated $7.07K and bringing the position to 1,550 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #1223.

J.W. Cole Advisors first reported a position in DGX in Q4 2021 and has held it in 7 quarters since. The position peaked at $471K in Q3 2025. 287 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • J.W. Cole Advisors held 1,550 shares of Quest Diagnostics worth $329K as of Q2 2026.
  • J.W. Cole Advisors bought 36 Quest Diagnostics shares in Q2 2026, an estimated $7.07K.
  • Quest Diagnostics made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1223 holding.
  • J.W. Cole Advisors first reported a position in Quest Diagnostics in Q4 2021 and has held it in 7 quarters since.
  • J.W. Cole Advisors's Quest Diagnostics position peaked at $471K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.