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
2025 Q3	–	Sell	-1,200	Closed	-$216K	–	5851
2025 Q2	$216K	Buy	+1,200	New	+$208K	﹤0.01%	5035

Other funds holding DGX

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

LPL Financial's DGX Position: Q1 2026 in Review

LPL Financial increased its Quest Diagnostics (DGX) stake by 33% in Q1 2026, buying an estimated $5.32M and bringing the position to 110,753 shares worth $21.7M. The position accounts for 0.01% of the portfolio, ranked #1409.

LPL Financial first reported a position in DGX in Q2 2013 and has held it in 50 quarters since. 1,065 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

LPL Financial held 110,753 shares of Quest Diagnostics worth $21.7M as of Q1 2026.
LPL Financial bought 27,367 Quest Diagnostics shares in Q1 2026, an estimated $5.32M.
Quest Diagnostics made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1409 holding.
LPL Financial first reported a position in Quest Diagnostics in Q2 2013 and has held it in 50 quarters since.
1,065 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.