Loring Wolcott & Coolidge Fiduciary Advisors’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $149K | Buy |
703
+655
| +1,365% | +$129K | ﹤0.01% | 351 |
|
|
2026
Q1 | $9.19K | Hold |
48
| – | – | ﹤0.01% | 522 |
|
|
2025
Q4 | $8.84K | Hold |
48
| – | – | ﹤0.01% | 499 |
|
|
2025
Q3 | $8.79K | Hold |
48
| – | – | ﹤0.01% | 505 |
|
|
2025
Q2 | $8.62K | Hold |
48
| – | – | ﹤0.01% | 486 |
|
|
2025
Q1 | $8.33K | Hold |
48
| – | – | ﹤0.01% | 492 |
|
|
2024
Q4 | $7.68K | Hold |
48
| – | – | ﹤0.01% | 497 |
|
|
2024
Q3 | $7.58K | Sell |
48
-105
| -69% | -$15.7K | ﹤0.01% | 507 |
|
|
2024
Q2 | $22.7K | Sell |
153
-182
| -54% | -$24.9K | ﹤0.01% | 445 |
|
|
2024
Q1 | $43.6K | Buy |
335
+47
| +16% | +$6.1K | ﹤0.01% | 407 |
|
|
2023
Q4 | $37K | Hold |
288
| – | – | ﹤0.01% | 424 |
|
|
2023
Q3 | $37.8K | Hold |
288
| – | – | ﹤0.01% | 441 |
|
|
2023
Q2 | $40.5K | Buy |
288
+48
| +20% | +$6.62K | ﹤0.01% | 448 |
|
|
2023
Q1 | $34K | Hold |
240
| – | – | ﹤0.01% | 441 |
|
|
2022
Q4 | $37.5K | Hold |
240
| – | – | ﹤0.01% | 435 |
|
|
2022
Q3 | $29K | Hold |
240
| – | – | ﹤0.01% | 467 |
|
|
2022
Q2 | $32K | Hold |
240
| – | – | ﹤0.01% | 473 |
|
|
2022
Q1 | $33K | Hold |
240
| – | – | ﹤0.01% | 477 |
|
|
2021
Q4 | $42K | Hold |
240
| – | – | ﹤0.01% | 476 |
|
|
2021
Q3 | $35K | Sell |
240
-20
| -8% | -$2.93K | ﹤0.01% | 486 |
|
|
2021
Q2 | $34K | Buy |
+260
| New | +$34K | ﹤0.01% | 499 |
|
|
2021
Q1 | – | Sell |
-258
| Closed | -$31K | – | 404 |
|
|
2020
Q4 | $31K | Sell |
258
-1,482
| -85% | -$181K | ﹤0.01% | 464 |
|
|
2020
Q3 | $199K | Hold |
1,740
| – | – | ﹤0.01% | 260 |
|
|
2020
Q2 | $198K | Sell |
1,740
-120
| -6% | -$12.7K | ﹤0.01% | 247 |
|
|
2020
Q1 | $149K | Sell |
1,860
-40
| -2% | -$4.14K | ﹤0.01% | 257 |
|
|
2019
Q4 | $203K | Hold |
1,900
| – | – | ﹤0.01% | 271 |
|
|
2019
Q3 | $203K | Hold |
1,900
| – | – | ﹤0.01% | 267 |
|
|
2019
Q2 | $193K | Buy |
1,900
+400
| +27% | +$38.4K | ﹤0.01% | 270 |
|
|
2019
Q1 | $135K | Hold |
1,500
| – | – | ﹤0.01% | 293 |
|
|
2018
Q4 | $125K | Hold |
1,500
| – | – | ﹤0.01% | 296 |
|
|
2018
Q3 | $162K | Hold |
1,500
| – | – | ﹤0.01% | 284 |
|
|
2018
Q2 | $165K | Hold |
1,500
| – | – | ﹤0.01% | 289 |
|
|
2018
Q1 | $150K | Hold |
1,500
| – | – | ﹤0.01% | 307 |
|
|
2017
Q4 | $148K | Hold |
1,500
| – | – | ﹤0.01% | 311 |
|
|
2017
Q3 | $140K | Hold |
1,500
| – | – | ﹤0.01% | 317 |
|
|
2017
Q2 | $162K | Hold |
1,500
| – | – | ﹤0.01% | 291 |
|
|
2017
Q1 | $147K | Hold |
1,500
| – | – | ﹤0.01% | 304 |
|
|
2016
Q4 | $138K | Hold |
1,500
| – | – | ﹤0.01% | 307 |
|
|
2016
Q3 | $127K | Hold |
1,500
| – | – | ﹤0.01% | 312 |
|
|
2016
Q2 | $122K | Hold |
1,500
| – | – | ﹤0.01% | 309 |
|
|
2016
Q1 | $107K | Hold |
1,500
| – | – | ﹤0.01% | 311 |
|
|
2015
Q4 | $107K | Hold |
1,500
| – | – | ﹤0.01% | 336 |
|
|
2015
Q3 | $109K | Hold |
1,500
| – | – | ﹤0.01% | 347 |
|
|
2015
Q2 | $109K | Hold |
1,500
| – | – | ﹤0.01% | 347 |
|
|
2015
Q1 | $115K | Hold |
1,500
| – | – | ﹤0.01% | 353 |
|
|
2014
Q4 | $101K | Hold |
1,500
| – | – | ﹤0.01% | 357 |
|
|
2014
Q3 | $91K | Sell |
1,500
-535
| -26% | -$33K | ﹤0.01% | 351 |
|
|
2014
Q2 | $119K | Hold |
2,035
| – | – | ﹤0.01% | 338 |
|
|
2014
Q1 | $118K | Hold |
2,035
| – | – | ﹤0.01% | 318 |
|
|
2013
Q4 | $109K | Hold |
2,035
| – | – | ﹤0.01% | 320 |
|
|
2013
Q3 | $126K | Hold |
2,035
| – | – | ﹤0.01% | 288 |
|
|
2013
Q2 | $123K | Buy |
+2,035
| New | +$121K | ﹤0.01% | 301 |
|
Other funds holding DGX
MGP
AIM
Loring Wolcott & Coolidge Fiduciary Advisors's DGX Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors increased its Quest Diagnostics (DGX) stake by 1,365% in Q2 2026, buying an estimated $129K and bringing the position to 703 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #351.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DGX in Q2 2013 and has held it in 52 quarters since. The position peaked at $203K in Q4 2019. 629 funds tracked by Wall St. Rank hold DGX as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 703 shares of Quest Diagnostics worth $149K as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors bought 655 Quest Diagnostics shares in Q2 2026, an estimated $129K.
- Quest Diagnostics made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #351 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Quest Diagnostics in Q2 2013 and has held it in 52 quarters since.
- Loring Wolcott & Coolidge Fiduciary Advisors's Quest Diagnostics position peaked at $203K in Q4 2019.
- 629 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.