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Klein Pavlis & Peasley Financial’s Quest Diagnostics DGX Stock Holding History

Klein Pavlis & Peasley Financial’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 		$1.44M Buy
6,807
+319
+5% +$62.6K 0.75% 45
2026
Q1 		$1.27M Buy
6,488
+897
+16% +$174K 0.7% 47
2025
Q4 		$970K Sell
5,591
-166
-3% -$30.2K 0.57% 55
2025
Q3 		$1.1M Buy
+5,757
New +$1.02M 0.67% 45

Other funds holding DGX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Klein Pavlis & Peasley Financial's DGX Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial increased its Quest Diagnostics (DGX) stake by 4.9% in Q2 2026, buying an estimated $62.6K and bringing the position to 6,807 shares worth $1.44M. The position accounts for 0.75% of the portfolio, ranked #45.

Klein Pavlis & Peasley Financial first reported a position in DGX in Q3 2025 and has held it in 4 quarters since. 383 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Klein Pavlis & Peasley Financial held 6,807 shares of Quest Diagnostics worth $1.44M as of Q2 2026.
  • Klein Pavlis & Peasley Financial bought 319 Quest Diagnostics shares in Q2 2026, an estimated $62.6K.
  • Quest Diagnostics made up 0.75% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #45 holding.
  • Klein Pavlis & Peasley Financial first reported a position in Quest Diagnostics in Q3 2025 and has held it in 4 quarters since.
  • 383 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.