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Meridian Wealth Management’s Quest Diagnostics DGX Stock Holding History

Meridian Wealth Management’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 		$710K Sell
3,348
-4
-0.1% -$785 0.02% 462
2026
Q1 		$657K Hold
3,352
– – 0.02% 444
2025
Q4 		$582K Hold
3,352
– – 0.02% 466
2025
Q3 		$639K Sell
3,352
-1
-0% -$177 0.02% 423
2025
Q2 		$602K Hold
3,353
– – 0.03% 404
2025
Q1 		$567K Buy
3,353
+77
+2% +$12.6K 0.03% 387
2024
Q4 		$494K Sell
3,276
-234
-7% -$36.4K 0.02% 407
2024
Q3 		$545K Hold
3,510
– – 0.03% 393
2024
Q2 		$480K Buy
+3,510
New +$481K 0.06% 178
2024
Q1 		– Sell
-3,809
Closed -$525K – 268
2023
Q4 		$525K Buy
3,809
+12
+0.3% +$1.58K 0.03% 373
2023
Q3 		$463K Buy
3,797
+1
+0% +$133 0.03% 381
2023
Q2 		$534K Hold
3,796
– – 0.05% 314
2023
Q1 		$537K Buy
3,796
+1
+0% +$143 0.05% 303
2022
Q4 		$594K Buy
3,795
+363
+11% +$52.2K 0.06% 278
2022
Q3 		$421K Sell
3,432
-215
-6% -$28.3K 0.05% 304
2022
Q2 		$485K Buy
3,647
+432
+13% +$58.9K 0.04% 356
2022
Q1 		$440K Buy
3,215
+1
+0% +$139 0.05% 258
2021
Q4 		$556K Sell
3,214
-103
-3% -$15.7K 0.06% 232
2021
Q3 		$482K Hold
3,317
– – 0.06% 227
2021
Q2 		$438K Buy
3,317
+26
+0.8% +$3.4K 0.06% 248
2021
Q1 		$422K Hold
3,291
– – 0.06% 236
2020
Q4 		$392K Buy
3,291
+117
+4% +$14.3K 0.06% 226
2020
Q3 		$363K Buy
+3,174
New +$375K 0.09% 165

Other funds holding DGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
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

Meridian Wealth Management's DGX Position: Q2 2026 in Review

Meridian Wealth Management reduced its Quest Diagnostics (DGX) stake by 0.12% in Q2 2026, selling an estimated $785 and leaving 3,348 shares worth $710K. The position accounts for 0.02% of the portfolio, ranked #462.

Meridian Wealth Management first reported a position in DGX in Q3 2020 and has held it in 23 quarters since. 1,107 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Meridian Wealth Management held 3,348 shares of Quest Diagnostics worth $710K as of Q2 2026.
  • Meridian Wealth Management sold 4 Quest Diagnostics shares in Q2 2026, an estimated $785.
  • Quest Diagnostics made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #462 holding.
  • Meridian Wealth Management first reported a position in Quest Diagnostics in Q3 2020 and has held it in 23 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.