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Kingswood Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Kingswood Wealth Advisors’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 		$810K Sell
3,823
-45
-1% -$8.83K 0.03% 466
2026
Q1 		$758K Buy
3,868
+91
+2% +$17.7K 0.04% 439
2025
Q4 		$655K Buy
3,777
+180
+5% +$32.8K 0.03% 450
2025
Q3 		$686K Sell
3,597
-82
-2% -$14.6K 0.04% 397
2025
Q2 		$661K Sell
3,679
-105
-3% -$18.2K 0.05% 349
2025
Q1 		$640K Sell
3,784
-84
-2% -$13.8K 0.06% 340
2024
Q4 		$584K Sell
3,868
-1,970
-34% -$306K 0.04% 399
2024
Q3 		$906K Buy
5,838
+2,738
+88% +$409K 0.06% 318
2024
Q2 		$424K Buy
+3,100
New +$425K 0.04% 427
2024
Q1 		– Sell
-2,207
Closed -$304K – 637
2023
Q4 		$304K Sell
2,207
-1,466
-40% -$193K 0.03% 471
2023
Q3 		$448K Buy
3,673
+2,203
+150% +$294K 0.08% 268
2023
Q2 		$207K Buy
+1,470
New +$203K 0.07% 247

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

Kingswood Wealth Advisors's DGX Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Quest Diagnostics (DGX) stake by 1.2% in Q2 2026, selling an estimated $8.83K and leaving 3,823 shares worth $810K. The position accounts for 0.03% of the portfolio, ranked #466.

Kingswood Wealth Advisors first reported a position in DGX in Q2 2023 and has held it in 12 quarters since. The position peaked at $906K in Q3 2024. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Kingswood Wealth Advisors held 3,823 shares of Quest Diagnostics worth $810K as of Q2 2026.
  • Kingswood Wealth Advisors sold 45 Quest Diagnostics shares in Q2 2026, an estimated $8.83K.
  • Quest Diagnostics made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #466 holding.
  • Kingswood Wealth Advisors first reported a position in Quest Diagnostics in Q2 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's Quest Diagnostics position peaked at $906K in Q3 2024.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.