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Keudell/Morrison Wealth Management’s Quest Diagnostics DGX Stock Holding History

Keudell/Morrison Wealth Management’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 		$461K Sell
2,175
-28
-1% -$5.5K 0.09% 142
2026
Q1 		$432K Buy
2,203
+7
+0.3% +$1.36K 0.09% 145
2025
Q4 		$381K Buy
+2,196
New +$400K 0.08% 160
2025
Q2 		$394K Sell
2,196
-49
-2% -$8.51K 0.09% 140
2025
Q1 		$380K Hold
2,245
– – 0.09% 135
2024
Q4 		$339K Hold
2,245
– – 0.09% 145
2024
Q3 		$349K Sell
2,245
-67
-3% -$10K 0.09% 147
2024
Q2 		$316K Hold
2,312
– – 0.09% 152
2024
Q1 		$308K Buy
2,312
+85
+4% +$11K 0.09% 155
2023
Q4 		$307K Buy
2,227
+52
+2% +$6.84K 0.1% 150
2023
Q3 		$265K Hold
2,175
– – 0.08% 152
2023
Q2 		$306K Hold
2,175
– – 0.09% 149
2023
Q1 		$308K Sell
2,175
-22
-1% -$3.15K 0.09% 142
2022
Q4 		$344K Hold
2,197
– – 0.11% 126
2022
Q3 		$270K Sell
2,197
-2
-0.1% -$263 0.1% 145
2022
Q2 		$292K Hold
2,199
– – 0.11% 137
2022
Q1 		$301K Hold
2,199
– – 0.13% 141
2021
Q4 		$380K Sell
2,199
-91
-4% -$13.8K 0.15% 122
2021
Q3 		$333K Hold
2,290
– – 0.14% 125
2021
Q2 		$302K Buy
2,290
+10
+0.4% +$1.31K 0.17% 134
2021
Q1 		$293K Sell
2,280
-51
-2% -$6.28K 0.17% 131
2020
Q4 		$278K Sell
2,331
-46
-2% -$5.61K 0.18% 127
2020
Q3 		$272K Hold
2,377
– – 0.17% 120
2020
Q2 		$271K Buy
+2,377
New +$252K 0.22% 117
2020
Q1 		– Sell
-2,304
Closed -$246K – 143
2019
Q4 		$246K Hold
2,304
– – 0.17% 127
2019
Q3 		$247K Hold
2,304
– – 0.2% 123
2019
Q2 		$230K Buy
2,304
+35
+2% +$3.36K 0.2% 124
2019
Q1 		$204K Buy
+2,269
New +$197K 0.18% 127

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

Keudell/Morrison Wealth Management's DGX Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Quest Diagnostics (DGX) stake by 1.3% in Q2 2026, selling an estimated $5.5K and leaving 2,175 shares worth $461K. The position accounts for 0.09% of the portfolio, ranked #142.

Keudell/Morrison Wealth Management first reported a position in DGX in Q1 2019 and has held it in 28 quarters since. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Keudell/Morrison Wealth Management held 2,175 shares of Quest Diagnostics worth $461K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 28 Quest Diagnostics shares in Q2 2026, an estimated $5.5K.
  • Quest Diagnostics made up 0.09% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Keudell/Morrison Wealth Management first reported a position in Quest Diagnostics in Q1 2019 and has held it in 28 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.