JFS Wealth Advisors’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $28.2K | Buy |
133
+4
| +3% | +$785 | ﹤0.01% | 671 |
|
|
2026
Q1 | $25.3K | Sell |
129
-21
| -14% | -$4.08K | ﹤0.01% | 681 |
|
|
2025
Q4 | $26K | Buy |
150
+80
| +114% | +$14.6K | ﹤0.01% | 679 |
|
|
2025
Q3 | $13.3K | Sell |
70
-11
| -14% | -$1.95K | ﹤0.01% | 813 |
|
|
2025
Q2 | $14.6K | Buy |
81
+4
| +5% | +$695 | ﹤0.01% | 739 |
|
|
2025
Q1 | $13K | Buy |
77
+5
| +7% | +$821 | ﹤0.01% | 789 |
|
|
2024
Q4 | $10.9K | Buy |
72
+7
| +11% | +$1.09K | ﹤0.01% | 825 |
|
|
2024
Q3 | $10.1K | Buy |
65
+2
| +3% | +$299 | ﹤0.01% | 850 |
|
|
2024
Q2 | $8.62K | Sell |
63
-1
| -2% | -$137 | ﹤0.01% | 842 |
|
|
2024
Q1 | $8.52K | Sell |
64
-15
| -19% | -$1.95K | ﹤0.01% | 875 |
|
|
2023
Q4 | $10.9K | Buy |
79
+26
| +49% | +$3.42K | ﹤0.01% | 749 |
|
|
2023
Q3 | $6.46K | Sell |
53
-8
| -13% | -$1.07K | ﹤0.01% | 888 |
|
|
2023
Q2 | $8.57K | Sell |
61
-30
| -33% | -$4.14K | ﹤0.01% | 773 |
|
|
2023
Q1 | $12.9K | Buy |
91
+13
| +17% | +$1.86K | ﹤0.01% | 632 |
|
|
2022
Q4 | $12.2K | Buy |
78
+10
| +15% | +$1.44K | ﹤0.01% | 642 |
|
|
2022
Q3 | $8K | Sell |
68
-38
| -36% | -$5K | ﹤0.01% | 800 |
|
|
2022
Q2 | $14K | Buy |
106
+65
| +159% | +$8.86K | ﹤0.01% | 663 |
|
|
2022
Q1 | $6K | Buy |
41
+15
| +58% | +$2.09K | ﹤0.01% | 961 |
|
|
2021
Q4 | $4K | Buy |
+26
| New | +$3.96K | ﹤0.01% | 846 |
|
|
2016
Q4 | – | Sell |
-2,618
| Closed | -$221K | – | 452 |
|
|
2016
Q3 | $221K | Sell |
2,618
-216
| -8% | -$18.1K | 0.06% | 121 |
|
|
2016
Q2 | $231K | Sell |
2,834
-69
| -2% | -$5.25K | 0.06% | 140 |
|
|
2016
Q1 | $208K | Sell |
2,903
-65
| -2% | -$4.36K | 0.06% | 128 |
|
|
2015
Q4 | $212K | Hold |
2,968
| – | – | 0.06% | 129 |
|
|
2015
Q3 | $183K | Buy |
2,968
+1
| +0% | +$70 | 0.08% | 110 |
|
|
2015
Q2 | $215K | Buy |
2,967
+1
| +0% | +$74 | 0.11% | 87 |
|
|
2015
Q1 | $228K | Buy |
2,966
+49
| +2% | +$3.51K | 0.11% | 81 |
|
|
2014
Q4 | $195K | Sell |
2,917
-246
| -8% | -$15.5K | 0.03% | 89 |
|
|
2014
Q3 | $192K | Sell |
3,163
-650
| -17% | -$40.1K | 0.03% | 81 |
|
|
2014
Q2 | $223K | Sell |
3,813
-1,409
| -27% | -$82.5K | 0.04% | 80 |
|
|
2014
Q1 | $302K | Buy |
+5,222
| New | +$280K | 0.17% | 83 |
|
Other funds holding DGX
EIG
JFS Wealth Advisors's DGX Position: Q2 2026 in Review
JFS Wealth Advisors increased its Quest Diagnostics (DGX) stake by 3.1% in Q2 2026, buying an estimated $785 and bringing the position to 133 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #671.
JFS Wealth Advisors first reported a position in DGX in Q1 2014 and has held it in 30 quarters since. The position peaked at $302K in Q1 2014. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.
- JFS Wealth Advisors held 133 shares of Quest Diagnostics worth $28.2K as of Q2 2026.
- JFS Wealth Advisors bought 4 Quest Diagnostics shares in Q2 2026, an estimated $785.
- Quest Diagnostics made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #671 holding.
- JFS Wealth Advisors first reported a position in Quest Diagnostics in Q1 2014 and has held it in 30 quarters since.
- JFS Wealth Advisors's Quest Diagnostics position peaked at $302K in Q1 2014.
- 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.