Lake Street Private Wealth’s Quest Diagnostics DGX Stock Holding History

Lake Street Private Wealth’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	$228K	Sell	1,165 -3	-0.3%	-$583	0.03%	238
2025 Q4	$203K	Buy	1,168 +3	+0.3%	+$546	0.02%	271
2025 Q3	$222K	Buy	+1,165	New	+$207K	0.03%	253
2023 Q2	–	Sell	-16,001	Closed	-$15.8K	–	293
2023 Q1	$15.8K	Buy	16,001 +14,576	+1,023%	+$2.09M	﹤0.01%	282
2022 Q4	$223K	Buy	+1,425	New	+$205K	0.05%	252
2022 Q2	–	Sell	-1,525	Closed	-$209K	–	307
2022 Q1	$209K	Hold	1,525	–	–	0.04%	296
2021 Q4	$264K	Sell	1,525 -168	-10%	-$25.6K	0.05%	275
2021 Q3	$246K	Buy	1,693 +143	+9%	+$20.9K	0.06%	198
2021 Q2	$206K	Sell	1,550 -25	-2%	-$3.27K	0.05%	205
2021 Q1	$202K	Sell	1,575 -380	-19%	-$46.8K	0.06%	199
2020 Q4	$233K	Sell	1,955 -85	-4%	-$10.4K	0.07%	179
2020 Q3	$234K	Sell	2,040 -105	-5%	-$12.4K	0.08%	152
2020 Q2	$244K	Sell	2,145 -3,470	-62%	-$368K	0.09%	142
2020 Q1	$451K	Buy	+5,615	New	+$581K	0.21%	96

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

Lake Street Private Wealth's DGX Position: Q1 2026 in Review

Lake Street Private Wealth reduced its Quest Diagnostics (DGX) stake by 0.26% in Q1 2026, selling an estimated $583 and leaving 1,165 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #238.

Lake Street Private Wealth first reported a position in DGX in Q1 2020 and has held it in 14 quarters since. The position peaked at $451K in Q1 2020. 1,064 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

Lake Street Private Wealth held 1,165 shares of Quest Diagnostics worth $228K as of Q1 2026.
Lake Street Private Wealth sold 3 Quest Diagnostics shares in Q1 2026, an estimated $583.
Quest Diagnostics made up 0.03% of Lake Street Private Wealth's portfolio in Q1 2026, its #238 holding.
Lake Street Private Wealth first reported a position in Quest Diagnostics in Q1 2020 and has held it in 14 quarters since.
Lake Street Private Wealth's Quest Diagnostics position peaked at $451K in Q1 2020.
1,064 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.