Key Financial Inc’s Quest Diagnostics DGX Stock Holding History

Key Financial Inc’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	$25.1K	Buy	128 +121	+1,729%	+$23.5K	﹤0.01%	674
2025 Q4	$1.22K	Hold	7	–	–	﹤0.01%	1235
2025 Q3	$1.27K	Hold	7	–	–	﹤0.01%	1242
2025 Q2	$1.26K	Hold	7	–	–	﹤0.01%	1245
2025 Q1	$1.18K	Hold	7	–	–	﹤0.01%	1207
2024 Q4	$1.06K	Hold	7	–	–	﹤0.01%	1223
2024 Q3	$1.09K	Buy	+7	New	+$1.04K	﹤0.01%	1183
2023 Q4	–	Sell	-30	Closed	-$3.66K	–	1329
2023 Q3	$3.66K	Hold	30	–	–	﹤0.01%	1015
2023 Q2	$4.22K	Hold	30	–	–	﹤0.01%	993
2023 Q1	$4.24K	Hold	30	–	–	﹤0.01%	842
2022 Q4	$3.68K	Hold	30	–	–	﹤0.01%	847
2022 Q3	$4K	Hold	30	–	–	﹤0.01%	818
2022 Q2	$4K	Hold	30	–	–	﹤0.01%	828
2022 Q1	$4K	Hold	30	–	–	﹤0.01%	823
2021 Q4	$5K	Hold	30	–	–	﹤0.01%	705
2021 Q3	$4K	Hold	30	–	–	﹤0.01%	730
2021 Q2	$4K	Hold	30	–	–	﹤0.01%	703
2021 Q1	$4K	Hold	30	–	–	﹤0.01%	615
2020 Q4	$4K	Buy	+30	New	+$3.66K	﹤0.01%	579
2020 Q2	–	Sell	-30	Closed	-$2K	–	212
2020 Q1	$2K	Buy	+30	New	+$3.11K	﹤0.01%	598

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

Key Financial Inc's DGX Position: Q1 2026 in Review

Key Financial Inc increased its Quest Diagnostics (DGX) stake by 1,729% in Q1 2026, buying an estimated $23.5K and bringing the position to 128 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Key Financial Inc first reported a position in DGX in Q1 2020 and has held it in 20 quarters since. 1,063 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

Key Financial Inc held 128 shares of Quest Diagnostics worth $25.1K as of Q1 2026.
Key Financial Inc bought 121 Quest Diagnostics shares in Q1 2026, an estimated $23.5K.
Quest Diagnostics made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #674 holding.
Key Financial Inc first reported a position in Quest Diagnostics in Q1 2020 and has held it in 20 quarters since.
1,063 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.