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Legacy Financial Advisors’s Quest Diagnostics DGX Stock Holding History

Legacy Financial 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 		$332K Sell
1,568
-5
-0.3% -$981 0.04% 330
2026
Q1 		$308K Buy
1,573
+6
+0.4% +$1.17K 0.04% 318
2025
Q4 		$272K Sell
1,567
-167
-10% -$30.4K 0.04% 332
2025
Q3 		$330K Sell
1,734
-65
-4% -$11.5K 0.05% 304
2025
Q2 		$323K Sell
1,799
-2,849
-61% -$495K 0.05% 262
2025
Q1 		$786K Buy
4,648
+153
+3% +$25.1K 0.13% 138
2024
Q4 		$678K Sell
4,495
-181
-4% -$28.2K 0.11% 152
2024
Q3 		$726K Sell
4,676
-21
-0.4% -$3.14K 0.12% 148
2024
Q2 		$643K Buy
4,697
+72
+2% +$9.86K 0.11% 150
2024
Q1 		$616K Sell
4,625
-72
-2% -$9.34K 0.11% 155
2023
Q4 		$648K Buy
4,697
+641
+16% +$84.3K 0.12% 128
2023
Q3 		$494K Sell
4,056
-196
-5% -$26.1K 0.1% 137
2023
Q2 		$598K Buy
4,252
+289
+7% +$39.8K 0.11% 115
2023
Q1 		$561K Buy
3,963
+252
+7% +$36.1K 0.11% 111
2022
Q4 		$581K Buy
3,711
+69
+2% +$9.91K 0.13% 100
2022
Q3 		$447K Buy
3,642
+9
+0.2% +$1.19K 0.11% 104
2022
Q2 		$483K Buy
3,633
+196
+6% +$26.7K 0.12% 92
2022
Q1 		$470K Sell
3,437
-103
-3% -$14.4K 0.11% 102
2021
Q4 		$612K Buy
3,540
+104
+3% +$15.8K 0.14% 70
2021
Q3 		$499K Buy
3,436
+27
+0.8% +$3.95K 0.12% 77
2021
Q2 		$450K Buy
3,409
+534
+19% +$69.9K 0.11% 82
2021
Q1 		$369K Buy
2,875
+465
+19% +$57.3K 0.1% 87
2020
Q4 		$287K Buy
2,410
+90
+4% +$11K 0.08% 101
2020
Q3 		$266K Buy
+2,320
New +$274K 0.08% 92
2019
Q2 		– Sell
-783
Closed -$70K – 313
2019
Q1 		$70K Buy
783
+245
+46% +$21.2K 0.02% 222
2018
Q4 		$45K Buy
+538
New +$50.4K 0.02% 256
2018
Q3 		– Sell
-586
Closed -$67K – 898
2018
Q2 		$67K Sell
586
-35
-6% -$3.65K 0.03% 210
2018
Q1 		$61K Buy
621
+511
+465% +$52.3K 0.02% 219
2017
Q4 		$10K Buy
+110
New +$10.4K ﹤0.01% 473

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

Legacy Financial Advisors's DGX Position: Q2 2026 in Review

Legacy Financial Advisors reduced its Quest Diagnostics (DGX) stake by 0.32% in Q2 2026, selling an estimated $981 and leaving 1,568 shares worth $332K. The position accounts for 0.04% of the portfolio, ranked #330.

Legacy Financial Advisors first reported a position in DGX in Q4 2017 and has held it in 29 quarters since. The position peaked at $786K in Q1 2025. 1,109 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Legacy Financial Advisors held 1,568 shares of Quest Diagnostics worth $332K as of Q2 2026.
  • Legacy Financial Advisors sold 5 Quest Diagnostics shares in Q2 2026, an estimated $981.
  • Quest Diagnostics made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #330 holding.
  • Legacy Financial Advisors first reported a position in Quest Diagnostics in Q4 2017 and has held it in 29 quarters since.
  • Legacy Financial Advisors's Quest Diagnostics position peaked at $786K in Q1 2025.
  • 1,109 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.