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 Q3	$29.8K	Hold	128	–	–	﹤0.01%	632
2026 Q2	$27.1K	Hold	128	–	–	﹤0.01%	665
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 $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Key Financial Inc's DGX Position: Q3 2026 in Review

Key Financial Inc held its Quest Diagnostics (DGX) position steady in Q3 2026 at 128 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Key Financial Inc first reported a position in DGX in Q1 2020 and has held it in 22 quarters since. 978 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

Key Financial Inc held 128 shares of Quest Diagnostics worth $29.8K as of Q3 2026.
Key Financial Inc left its Quest Diagnostics share count unchanged in Q3 2026.
Quest Diagnostics made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #632 holding.
Key Financial Inc first reported a position in Quest Diagnostics in Q1 2020 and has held it in 22 quarters since.
978 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.