LPL Financial
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LPL Financial’s Quest Diagnostics DGX Stock Holding History

LPL Financial’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 		$30.3M Buy
143,079
+32,326
+29% +$6.34M 0.01% 1296
2026
Q1 		$21.7M Buy
110,753
+27,367
+33% +$5.32M 0.01% 1409
2025
Q4 		$14.5M Sell
83,386
-2,024
-2% -$369K ﹤0.01% 1631
2025
Q3 		$16.3M Buy
85,410
+7,160
+9% +$1.27M ﹤0.01% 1494
2025
Q2 		$14.1M Buy
78,250
+14,295
+22% +$2.48M ﹤0.01% 1484
2025
Q1 		$10.8M Buy
63,955
+13,789
+27% +$2.27M ﹤0.01% 1538
2024
Q4 		$7.57M Sell
50,166
-2,863
-5% -$445K ﹤0.01% 1751
2024
Q3 		$8.23M Buy
53,029
+2,638
+5% +$394K ﹤0.01% 1615
2024
Q2 		$6.9M Buy
50,391
+2,830
+6% +$388K ﹤0.01% 1622
2024
Q1 		$6.33M Buy
47,561
+450
+1% +$58.4K ﹤0.01% 1620
2023
Q4 		$6.5M Sell
47,111
-2,742
-6% -$360K ﹤0.01% 1523
2023
Q3 		$6.08M Sell
49,853
-399
-0.8% -$53.2K ﹤0.01% 1478
2023
Q2 		$7.06M Buy
50,252
+2,103
+4% +$290K 0.01% 1372
2023
Q1 		$6.81M Sell
48,149
-3,014
-6% -$431K 0.01% 1322
2022
Q4 		$8M Sell
51,163
-23
-0% -$3.31K 0.01% 1164
2022
Q3 		$6.28M Sell
51,186
-1,511
-3% -$199K 0.01% 1217
2022
Q2 		$7.01M Buy
52,697
+2,275
+5% +$310K 0.01% 1169
2022
Q1 		$6.9M Sell
50,422
-5,424
-10% -$756K 0.01% 1240
2021
Q4 		$9.66M Sell
55,846
-5,801
-9% -$883K 0.01% 1039
2021
Q3 		$8.96M Buy
61,647
+8,334
+16% +$1.22M 0.01% 1023
2021
Q2 		$7.04M Buy
53,313
+123
+0.2% +$16.1K 0.01% 1118
2021
Q1 		$6.83M Sell
53,190
-2,465
-4% -$304K 0.01% 1042
2020
Q4 		$6.63M Buy
55,655
+11,671
+27% +$1.42M 0.01% 960
2020
Q3 		$5.04M Sell
43,984
-1,891
-4% -$223K 0.01% 957
2020
Q2 		$5.23M Buy
45,875
+24,697
+117% +$2.62M 0.01% 854
2020
Q1 		$1.7M Buy
21,178
+3,994
+23% +$413K ﹤0.01% 1294
2019
Q4 		$1.83M Buy
17,184
+2,625
+18% +$274K ﹤0.01% 1412
2019
Q3 		$1.56M Sell
14,559
-1,599
-10% -$164K ﹤0.01% 1423
2019
Q2 		$1.65M Buy
16,158
+2,509
+18% +$241K ﹤0.01% 1357
2019
Q1 		$1.23M Buy
13,649
+3,671
+37% +$318K ﹤0.01% 1520
2018
Q4 		$831K Sell
9,978
-1,472
-13% -$138K ﹤0.01% 1674
2018
Q3 		$1.24M Buy
11,450
+1,454
+15% +$159K ﹤0.01% 1526
2018
Q2 		$1.1M Sell
9,996
-1,722
-15% -$179K ﹤0.01% 1560
2018
Q1 		$1.18M Buy
11,718
+6,208
+113% +$636K ﹤0.01% 1486
2017
Q4 		$543K Sell
5,510
-781
-12% -$74K ﹤0.01% 2002
2017
Q3 		$589K Sell
6,291
-8,303
-57% -$881K ﹤0.01% 1818
2017
Q2 		$1.62M Buy
+14,594
New +$1.54M 0.01% 1057
2016
Q4 		– Sell
-13,218
Closed -$1.11M – 2700
2016
Q3 		$1.11M Sell
13,218
-1,433
-10% -$120K 0.01% 1119
2016
Q2 		$1.19M Buy
14,651
+3,763
+35% +$287K 0.01% 1064
2016
Q1 		$778K Buy
10,888
+482
+5% +$32.3K ﹤0.01% 1854
2015
Q4 		$737K Sell
10,406
-2,453
-19% -$165K ﹤0.01% 1924
2015
Q3 		$816K Sell
12,859
-2,603
-17% -$182K ﹤0.01% 1397
2015
Q2 		$1.1M Buy
15,462
+126
+0.8% +$9.3K 0.01% 1297
2015
Q1 		$1.16M Sell
15,336
-2,713
-15% -$194K 0.01% 1247
2014
Q4 		$1.21M Buy
18,049
+289
+2% +$18.2K 0.01% 1174
2014
Q3 		$1.07M Sell
17,760
-1,174
-6% -$72.3K 0.01% 1222
2014
Q2 		$1.11M Buy
18,934
+405
+2% +$23.7K 0.01% 1242
2014
Q1 		$1.07M Sell
18,529
-3,536
-16% -$190K 0.01% 1221
2013
Q4 		$1.18M Buy
22,065
+2,700
+14% +$160K 0.01% 1131
2013
Q3 		$1.14M Sell
19,365
-140
-0.7% -$8.38K 0.01% 1111
2013
Q2 		$1.18M Buy
+19,505
New +$1.16M 0.01% 1017

Other funds holding DGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

LPL Financial's DGX Position: Q2 2026 in Review

LPL Financial increased its Quest Diagnostics (DGX) stake by 29% in Q2 2026, buying an estimated $6.34M and bringing the position to 143,079 shares worth $30.3M. The position accounts for 0.01% of the portfolio, ranked #1296.

LPL Financial first reported a position in DGX in Q2 2013 and has held it in 51 quarters since. 634 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • LPL Financial held 143,079 shares of Quest Diagnostics worth $30.3M as of Q2 2026.
  • LPL Financial bought 32,326 Quest Diagnostics shares in Q2 2026, an estimated $6.34M.
  • Quest Diagnostics made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1296 holding.
  • LPL Financial first reported a position in Quest Diagnostics in Q2 2013 and has held it in 51 quarters since.
  • 634 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.