Kestra Advisory Services
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Kestra Advisory Services’s Quest Diagnostics DGX Stock Holding History

Kestra Advisory Services’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
Q3 		$4.39M Buy
18,820
+793
+4% +$183K 0.01% 973
2026
Q2 		$3.82M Buy
18,027
+141
+0.8% +$27.7K 0.01% 990
2026
Q1 		$3.51M Hold
17,886
– – 0.01% 982
2025
Q4 		$3.1M Sell
17,886
-238
-1% -$43.3K 0.01% 974
2025
Q3 		$3.45M Buy
18,124
+3,251
+22% +$577K 0.02% 878
2025
Q2 		$2.67M Buy
14,873
+1,872
+14% +$325K 0.01% 934
2025
Q1 		$2.2M Buy
13,001
+15
+0.1% +$2.46K 0.01% 942
2024
Q4 		$1.96M Buy
12,986
+121
+0.9% +$18.8K 0.01% 1014
2024
Q3 		$2M Sell
12,865
-439
-3% -$65.6K 0.01% 951
2024
Q2 		$1.82M Buy
13,304
+540
+4% +$73.9K 0.01% 1009
2024
Q1 		$1.7M Sell
12,764
-265
-2% -$34.4K 0.01% 956
2023
Q4 		$1.8M Buy
13,029
+7,495
+135% +$985K 0.01% 842
2023
Q3 		$674K Sell
5,534
-209
-4% -$27.8K 0.01% 1205
2023
Q2 		$807K Sell
5,743
-1,928
-25% -$266K 0.01% 1080
2023
Q1 		$1.09M Sell
7,671
-6,676
-47% -$955K 0.01% 910
2022
Q4 		$2.24M Buy
14,347
+4,738
+49% +$681K 0.02% 701
2022
Q3 		$1.18M Buy
9,609
+1,029
+12% +$136K 0.01% 893
2022
Q2 		$1.14M Sell
8,580
-2,882
-25% -$393K 0.01% 913
2022
Q1 		$1.57M Sell
11,462
-2,114
-16% -$295K 0.02% 763
2021
Q4 		$2.35M Sell
13,576
-1,154
-8% -$176K 0.02% 629
2021
Q3 		$2.14M Sell
14,730
-336
-2% -$49.2K 0.02% 679
2021
Q2 		$1.99M Buy
15,066
+143
+1% +$18.7K 0.02% 658
2021
Q1 		$1.92M Sell
14,923
-1,229
-8% -$151K 0.02% 616
2020
Q4 		$1.91M Buy
16,152
+16,027
+12,822% +$1.95M 0.02% 609
2020
Q3 		$956K Buy
+125
New +$14.8K 0.02% 631

Other funds holding DGX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Kestra Advisory Services's DGX Position: Q3 2026 in Review

Kestra Advisory Services increased its Quest Diagnostics (DGX) stake by 4.4% in Q3 2026, buying an estimated $183K and bringing the position to 18,820 shares worth $4.39M. The position accounts for 0.01% of the portfolio, ranked #973.

Kestra Advisory Services first reported a position in DGX in Q3 2020 and has held it in 25 quarters since. 566 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

  • Kestra Advisory Services held 18,820 shares of Quest Diagnostics worth $4.39M as of Q3 2026.
  • Kestra Advisory Services bought 793 Quest Diagnostics shares in Q3 2026, an estimated $183K.
  • Quest Diagnostics made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #973 holding.
  • Kestra Advisory Services first reported a position in Quest Diagnostics in Q3 2020 and has held it in 25 quarters since.
  • 566 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.