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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
Q2 		$1.47M Buy
6,940
+1,092
+19% +$214K 0.02% 709
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
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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's DGX Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Quest Diagnostics (DGX) stake by 19% in Q2 2026, buying an estimated $214K and bringing the position to 6,940 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #709.

Kestra Private Wealth Services first reported a position in DGX in Q2 2021 and has held it in 12 quarters since. 1,111 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Kestra Private Wealth Services held 6,940 shares of Quest Diagnostics worth $1.47M as of Q2 2026.
  • Kestra Private Wealth Services bought 1,092 Quest Diagnostics shares in Q2 2026, an estimated $214K.
  • Quest Diagnostics made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #709 holding.
  • Kestra Private Wealth Services first reported a position in Quest Diagnostics in Q2 2021 and has held it in 12 quarters since.
  • 1,111 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.