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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 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. 1,111 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.
1,111 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.