Legacy Capital Wealth Partners’s Quest Diagnostics DGX Stock Holding History

Legacy Capital Wealth Partners’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	$276K	Sell	1,302 -521	-29%	-$102K	0.05%	307
2026 Q1	$357K	Sell	1,823 -466	-20%	-$90.5K	0.07%	270
2025 Q4	$397K	Sell	2,289 -28	-1%	-$5.1K	0.09%	242
2025 Q3	$442K	Sell	2,317 -39	-2%	-$6.92K	0.1%	227
2025 Q2	$423K	Sell	2,356 -91	-4%	-$15.8K	0.1%	231
2025 Q1	$414K	Buy	+2,447	New	+$402K	0.1%	223
2024 Q4	–	Sell	-2,690	Closed	-$418K	–	350
2024 Q3	$418K	Buy	+2,690	New	+$402K	0.08%	228
2023 Q2	–	Sell	-1,535	Closed	-$217K	–	90
2023 Q1	$217K	Buy	+1,535	New	+$220K	0.06%	231
2021 Q2	–	Sell	-3,297	Closed	-$423K	–	36
2021 Q1	$423K	Buy	3,297 +224	+7%	+$27.6K	0.17%	52
2020 Q4	$366K	Buy	+3,073	New	+$375K	0.16%	58

Other funds holding DGX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Legacy Capital Wealth Partners's DGX Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Quest Diagnostics (DGX) stake by 29% in Q2 2026, selling an estimated $102K and leaving 1,302 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #307.

Legacy Capital Wealth Partners first reported a position in DGX in Q4 2020 and has held it in 10 quarters since. The position peaked at $442K in Q3 2025. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Legacy Capital Wealth Partners held 1,302 shares of Quest Diagnostics worth $276K as of Q2 2026.
Legacy Capital Wealth Partners sold 521 Quest Diagnostics shares in Q2 2026, an estimated $102K.
Quest Diagnostics made up 0.05% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #307 holding.
Legacy Capital Wealth Partners first reported a position in Quest Diagnostics in Q4 2020 and has held it in 10 quarters since.
Legacy Capital Wealth Partners's Quest Diagnostics position peaked at $442K in Q3 2025.
1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.