Kestra Private Wealth Services’s Quest Diagnostics DGX Stock Holding History

Kestra Private Wealth 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 Q1	$1.15M	Buy	5,848 +2,935	+101%	+$570K	0.01%	765
2025 Q4	$506K	Sell	2,913 -194	-6%	-$35.3K	0.01%	1154
2025 Q3	$592K	Buy	3,107 +477	+18%	+$84.6K	0.01%	1025
2025 Q2	$472K	Buy	2,630 +565	+27%	+$98.1K	0.01%	1061
2025 Q1	$349K	Buy	2,065 +689	+50%	+$113K	0.01%	1129
2024 Q4	$208K	Sell	1,376 -12	-0.9%	-$1.87K	﹤0.01%	1298
2024 Q3	$215K	Buy	+1,388	New	+$207K	﹤0.01%	1236
2024 Q1	–	Sell	-1,608	Closed	-$222K	–	1318
2023 Q4	$222K	Sell	1,608 -132	-8%	-$17.4K	0.01%	1070
2023 Q3	$212K	Buy	+1,740	New	+$232K	0.01%	1011
2023 Q2	–	Sell	-1,519	Closed	-$215K	–	1098
2023 Q1	$215K	Buy	+1,519	New	+$217K	0.01%	899
2021 Q3	–	Sell	-1,602	Closed	-$211K	–	933
2021 Q2	$211K	Buy	+1,602	New	+$210K	0.01%	794

Other funds holding DGX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Kestra Private Wealth Services's DGX Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Quest Diagnostics (DGX) stake by 101% in Q1 2026, buying an estimated $570K and bringing the position to 5,848 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #765.

Kestra Private Wealth Services first reported a position in DGX in Q2 2021 and has held it in 11 quarters since. 1,064 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

Kestra Private Wealth Services held 5,848 shares of Quest Diagnostics worth $1.15M as of Q1 2026.
Kestra Private Wealth Services bought 2,935 Quest Diagnostics shares in Q1 2026, an estimated $570K.
Quest Diagnostics made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #765 holding.
Kestra Private Wealth Services first reported a position in Quest Diagnostics in Q2 2021 and has held it in 11 quarters since.
1,064 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.