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Kelleher Financial Advisors’s Quest Diagnostics DGX Stock Holding History

Kelleher 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 		$229K Buy
1,080
+540
+100% +$106K 0.03% 259
2026
Q1 		$106K Hold
540
– – 0.03% 281
2025
Q4 		$93.7K Hold
540
– – 0.02% 324
2025
Q3 		$103K Buy
+540
New +$95.8K 0.03% 248

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

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

Kelleher Financial Advisors increased its Quest Diagnostics (DGX) stake by 100% in Q2 2026, buying an estimated $106K and bringing the position to 1,080 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #259.

Kelleher Financial Advisors first reported a position in DGX in Q3 2025 and has held it in 4 quarters since. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Kelleher Financial Advisors held 1,080 shares of Quest Diagnostics worth $229K as of Q2 2026.
  • Kelleher Financial Advisors bought 540 Quest Diagnostics shares in Q2 2026, an estimated $106K.
  • Quest Diagnostics made up 0.03% of Kelleher Financial Advisors's portfolio in Q2 2026, its #259 holding.
  • Kelleher Financial Advisors first reported a position in Quest Diagnostics in Q3 2025 and has held it in 4 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.