JNBA Financial Advisors’s Quest Diagnostics DGX Stock Holding History

JNBA Financial 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	$5.51K	Buy	26 +11	+73%	+$2.16K	﹤0.01%	597
2026 Q1	$2.94K	Hold	15	–	–	﹤0.01%	691
2025 Q4	$2.6K	Hold	15	–	–	﹤0.01%	649
2025 Q3	$2.86K	Hold	15	–	–	﹤0.01%	591
2025 Q2	$2.69K	Hold	15	–	–	﹤0.01%	577
2025 Q1	$2.54K	Hold	15	–	–	﹤0.01%	582
2024 Q4	$2.26K	Hold	15	–	–	﹤0.01%	585
2024 Q3	$2.33K	Hold	15	–	–	﹤0.01%	595
2024 Q2	$2.05K	Hold	15	–	–	﹤0.01%	579
2024 Q1	$2K	Hold	15	–	–	﹤0.01%	607
2023 Q4	$2.07K	Hold	15	–	–	﹤0.01%	614
2023 Q3	$1.83K	Hold	15	–	–	﹤0.01%	633
2023 Q2	$2.11K	Hold	15	–	–	﹤0.01%	615
2023 Q1	$2.12K	Hold	15	–	–	﹤0.01%	618
2022 Q4	$2.35K	Hold	15	–	–	﹤0.01%	577
2022 Q3	$2K	Hold	15	–	–	﹤0.01%	597
2022 Q2	$2K	Hold	15	–	–	﹤0.01%	636
2022 Q1	$2K	Hold	15	–	–	﹤0.01%	624
2021 Q4	$3K	Hold	15	–	–	﹤0.01%	680
2021 Q3	$2K	Hold	15	–	–	﹤0.01%	664
2021 Q2	$2K	Hold	15	–	–	﹤0.01%	615
2021 Q1	$2K	Hold	15	–	–	﹤0.01%	592
2020 Q4	$2K	Hold	15	–	–	﹤0.01%	549
2020 Q3	$2K	Hold	15	–	–	﹤0.01%	511
2020 Q2	$2K	Hold	15	–	–	﹤0.01%	503
2020 Q1	$1K	Hold	15	–	–	﹤0.01%	530
2019 Q4	$2K	Buy	+15	New	+$1.56K	﹤0.01%	550
2016 Q4	–	Sell	-541	Closed	-$46K	–	694
2016 Q3	$46K	Buy	+541	New	+$45.4K	0.01%	550

Other funds holding DGX

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

WIC

Willis Investment Counsel Gainesville, Georgia $2.1B AUM 24.61% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

JNBA Financial Advisors's DGX Position: Q2 2026 in Review

JNBA Financial Advisors increased its Quest Diagnostics (DGX) stake by 73% in Q2 2026, buying an estimated $2.16K and bringing the position to 26 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

JNBA Financial Advisors first reported a position in DGX in Q3 2016 and has held it in 28 quarters since. The position peaked at $46K in Q3 2016. 478 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

JNBA Financial Advisors held 26 shares of Quest Diagnostics worth $5.51K as of Q2 2026.
JNBA Financial Advisors bought 11 Quest Diagnostics shares in Q2 2026, an estimated $2.16K.
Quest Diagnostics made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #597 holding.
JNBA Financial Advisors first reported a position in Quest Diagnostics in Q3 2016 and has held it in 28 quarters since.
JNBA Financial Advisors's Quest Diagnostics position peaked at $46K in Q3 2016.
478 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.