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Lifeworks Advisors’s Quest Diagnostics DGX Stock Holding History

Lifeworks 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 		$788K Sell
4,020
-235
-6% -$45.7K 0.1% 146
2025
Q4 		$738K Sell
4,255
-228
-5% -$41.5K 0.1% 166
2025
Q3 		$854K Sell
4,483
-152
-3% -$27K 0.11% 145
2025
Q2 		$833K Sell
4,635
-226
-5% -$39.3K 0.12% 143
2025
Q1 		$823K Buy
4,861
+460
+10% +$75.6K 0.14% 141
2024
Q4 		$664K Buy
4,401
+796
+22% +$124K 0.12% 143
2024
Q3 		$560K Sell
3,605
-247
-6% -$36.9K 0.11% 150
2024
Q2 		$527K Buy
3,852
+464
+14% +$63.5K 0.15% 125
2024
Q1 		$451K Sell
3,388
-498
-13% -$64.6K 0.13% 136
2023
Q4 		$536K Sell
3,886
-812
-17% -$107K 0.18% 113
2023
Q3 		$572K Buy
4,698
+1,515
+48% +$202K 0.22% 112
2023
Q2 		$447K Buy
3,183
+1,546
+94% +$213K 0.19% 108
2023
Q1 		$232K Buy
1,637
+349
+27% +$49.9K 0.11% 134
2022
Q4 		$201K Sell
1,288
-671
-34% -$96.4K 0.11% 111
2022
Q3 		$281K Buy
+1,959
New +$258K 0.16% 106

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

Lifeworks Advisors's DGX Position: Q1 2026 in Review

Lifeworks Advisors reduced its Quest Diagnostics (DGX) stake by 5.5% in Q1 2026, selling an estimated $45.7K and leaving 4,020 shares worth $788K. The position accounts for 0.1% of the portfolio, ranked #146.

Lifeworks Advisors first reported a position in DGX in Q3 2022 and has held it in 15 quarters since. The position peaked at $854K in Q3 2025. 1,065 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Lifeworks Advisors held 4,020 shares of Quest Diagnostics worth $788K as of Q1 2026.
  • Lifeworks Advisors sold 235 Quest Diagnostics shares in Q1 2026, an estimated $45.7K.
  • Quest Diagnostics made up 0.1% of Lifeworks Advisors's portfolio in Q1 2026, its #146 holding.
  • Lifeworks Advisors first reported a position in Quest Diagnostics in Q3 2022 and has held it in 15 quarters since.
  • Lifeworks Advisors's Quest Diagnostics position peaked at $854K in Q3 2025.
  • 1,065 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.