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LRI Investments’s Quest Diagnostics DGX Stock Holding History

LRI Investments’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 		$217K Buy
1,026
+562
+121% +$110K 0.02% 308
2026
Q1 		$90.9K Buy
464
+355
+326% +$69K 0.01% 422
2025
Q4 		$18.9K Hold
109
– – ﹤0.01% 716
2025
Q3 		$20.8K Hold
109
– – ﹤0.01% 712
2025
Q2 		$19.6K Hold
109
– – ﹤0.01% 710
2025
Q1 		$18.4K Hold
109
– – ﹤0.01% 690
2024
Q4 		$16.4K Hold
109
– – ﹤0.01% 701
2024
Q3 		$17.1K Sell
109
-4
-4% -$597 ﹤0.01% 682
2024
Q2 		$15.5K Hold
113
– – ﹤0.01% 659
2024
Q1 		$15K Buy
+113
New +$14.7K ﹤0.01% 424

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

LRI Investments's DGX Position: Q2 2026 in Review

LRI Investments increased its Quest Diagnostics (DGX) stake by 121% in Q2 2026, buying an estimated $110K and bringing the position to 1,026 shares worth $217K. The position accounts for 0.02% of the portfolio, ranked #308.

LRI Investments first reported a position in DGX in Q1 2024 and has held it in 10 quarters since. 632 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • LRI Investments held 1,026 shares of Quest Diagnostics worth $217K as of Q2 2026.
  • LRI Investments bought 562 Quest Diagnostics shares in Q2 2026, an estimated $110K.
  • Quest Diagnostics made up 0.02% of LRI Investments's portfolio in Q2 2026, its #308 holding.
  • LRI Investments first reported a position in Quest Diagnostics in Q1 2024 and has held it in 10 quarters since.
  • 632 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.