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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
Q2 		$247K Hold
1,165
– – 0.03% 252
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
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

Lake Street Private Wealth's DGX Position: Q2 2026 in Review

Lake Street Private Wealth held its Quest Diagnostics (DGX) position steady in Q2 2026 at 1,165 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #252.

Lake Street Private Wealth first reported a position in DGX in Q1 2020 and has held it in 15 quarters since. The position peaked at $451K in Q1 2020. 1,109 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Lake Street Private Wealth held 1,165 shares of Quest Diagnostics worth $247K as of Q2 2026.
  • Lake Street Private Wealth left its Quest Diagnostics share count unchanged in Q2 2026.
  • Quest Diagnostics made up 0.03% of Lake Street Private Wealth's portfolio in Q2 2026, its #252 holding.
  • Lake Street Private Wealth first reported a position in Quest Diagnostics in Q1 2020 and has held it in 15 quarters since.
  • Lake Street Private Wealth's Quest Diagnostics position peaked at $451K in Q1 2020.
  • 1,109 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.