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Medallion Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Medallion Wealth Advisors’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
Q1 		$13.3K Sell
68
-50
-42% -$9.71K ﹤0.01% 725
2025
Q4 		$20.5K Hold
118
– – 0.01% 638
2025
Q3 		$22.5K Hold
118
– – 0.01% 611
2025
Q2 		$21.2K Hold
118
– – 0.01% 610
2025
Q1 		$20K Hold
118
– – 0.01% 572
2024
Q4 		$19K Buy
+118
New +$18.4K 0.01% 563

Other funds holding DGX

BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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

Medallion Wealth Advisors's DGX Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Quest Diagnostics (DGX) stake by 42% in Q1 2026, selling an estimated $9.71K and leaving 68 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Medallion Wealth Advisors first reported a position in DGX in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.5K in Q3 2025. 1,065 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Medallion Wealth Advisors held 68 shares of Quest Diagnostics worth $13.3K as of Q1 2026.
  • Medallion Wealth Advisors sold 50 Quest Diagnostics shares in Q1 2026, an estimated $9.71K.
  • Quest Diagnostics made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #725 holding.
  • Medallion Wealth Advisors first reported a position in Quest Diagnostics in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Quest Diagnostics position peaked at $22.5K in Q3 2025.
  • 1,065 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.