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Kerr Financial Planning’s Quest Diagnostics DGX Stock Holding History

Kerr Financial Planning’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 		$10.2K Sell
49
-5
-9% -$981 0.01% 369
2026
Q1 		$10.4K Buy
54
+2
+4% +$389 0.01% 362
2025
Q4 		$10.2K Sell
52
-1
-2% -$182 0.01% 362
2025
Q3 		$9.91K Buy
+53
New +$9.4K 0.01% 357

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

Kerr Financial Planning's DGX Position: Q2 2026 in Review

Kerr Financial Planning reduced its Quest Diagnostics (DGX) stake by 9.3% in Q2 2026, selling an estimated $981 and leaving 49 shares worth $10.2K. The position accounts for 0.01% of the portfolio, ranked #369.

Kerr Financial Planning first reported a position in DGX in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.4K in Q1 2026. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Kerr Financial Planning held 49 shares of Quest Diagnostics worth $10.2K as of Q2 2026.
  • Kerr Financial Planning sold 5 Quest Diagnostics shares in Q2 2026, an estimated $981.
  • Quest Diagnostics made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #369 holding.
  • Kerr Financial Planning first reported a position in Quest Diagnostics in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Quest Diagnostics position peaked at $10.4K in Q1 2026.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.