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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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

Legacy Financial Advisors's DGX Position: Q1 2026 in Review

Legacy Financial Advisors increased its Quest Diagnostics (DGX) stake by 0.38% in Q1 2026, buying an estimated $1.17K and bringing the position to 1,573 shares worth $308K. The position accounts for 0.04% of the portfolio, ranked #318.

Legacy Financial Advisors first reported a position in DGX in Q4 2017 and has held it in 28 quarters since. The position peaked at $786K in Q1 2025. 1,065 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Legacy Financial Advisors held 1,573 shares of Quest Diagnostics worth $308K as of Q1 2026.
  • Legacy Financial Advisors bought 6 Quest Diagnostics shares in Q1 2026, an estimated $1.17K.
  • Quest Diagnostics made up 0.04% of Legacy Financial Advisors's portfolio in Q1 2026, its #318 holding.
  • Legacy Financial Advisors first reported a position in Quest Diagnostics in Q4 2017 and has held it in 28 quarters since.
  • Legacy Financial Advisors's Quest Diagnostics position peaked at $786K in Q1 2025.
  • 1,065 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.