Jones Financial Companies
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Jones Financial Companies’s Quest Diagnostics DGX Stock Holding History

Jones Financial Companies’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 		$4.72M Buy
22,474
+2,895
+15% +$568K ﹤0.01% 1219
2026
Q1 		$3.83M Buy
19,579
+14,575
+291% +$2.83M ﹤0.01% 1182
2025
Q4 		$868K Buy
5,004
+717
+17% +$131K ﹤0.01% 1290
2025
Q3 		$810K Buy
4,287
+1,174
+38% +$208K ﹤0.01% 1207
2025
Q2 		$554K Buy
3,113
+447
+17% +$77.6K ﹤0.01% 1241
2025
Q1 		$446K Buy
2,666
+818
+44% +$134K ﹤0.01% 1180
2024
Q4 		$279K Buy
1,848
+998
+117% +$155K ﹤0.01% 1203
2024
Q3 		$132K Buy
850
+325
+62% +$48.5K ﹤0.01% 1301
2024
Q2 		$71.9K Buy
525
+375
+250% +$51.4K ﹤0.01% 1143
2024
Q1 		$20K Buy
+150
New +$19.5K ﹤0.01% 908
2022
Q3 		– Sell
-35
Closed -$5K – 576
2022
Q2 		$5K Hold
35
– – ﹤0.01% 542
2022
Q1 		$5K Sell
35
-267
-88% -$37.2K ﹤0.01% 575
2021
Q4 		$52K Hold
302
– – ﹤0.01% 360
2021
Q3 		$44K Buy
302
+267
+763% +$39.1K ﹤0.01% 335
2021
Q2 		$5K Hold
35
– – ﹤0.01% 558
2021
Q1 		$4K Buy
+35
New +$4.31K ﹤0.01% 644

Other funds holding DGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Jones Financial Companies's DGX Position: Q2 2026 in Review

Jones Financial Companies increased its Quest Diagnostics (DGX) stake by 15% in Q2 2026, buying an estimated $568K and bringing the position to 22,474 shares worth $4.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Jones Financial Companies first reported a position in DGX in Q1 2021 and has held it in 16 quarters since. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Jones Financial Companies held 22,474 shares of Quest Diagnostics worth $4.72M as of Q2 2026.
  • Jones Financial Companies bought 2,895 Quest Diagnostics shares in Q2 2026, an estimated $568K.
  • Quest Diagnostics made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1219 holding.
  • Jones Financial Companies first reported a position in Quest Diagnostics in Q1 2021 and has held it in 16 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.