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Modern Wealth Management’s Quest Diagnostics DGX Stock Holding History

Modern 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 		$1.35M Buy
6,354
+855
+16% +$168K 0.02% 456
2026
Q1 		$1.09M Buy
5,499
+104
+2% +$20.2K 0.02% 408
2025
Q4 		$936K Sell
5,395
-109
-2% -$19.8K 0.02% 414
2025
Q3 		$1.05M Sell
5,504
-39
-0.7% -$6.92K 0.02% 385
2025
Q2 		$996K Buy
5,543
+14
+0.3% +$2.43K 0.02% 371
2025
Q1 		$935K Buy
5,529
+403
+8% +$66.2K 0.03% 311
2024
Q4 		$773K Buy
5,126
+286
+6% +$44.5K 0.03% 295
2024
Q3 		$752K Buy
4,840
+174
+4% +$26K 0.05% 195
2024
Q2 		$639K Sell
4,666
-293
-6% -$40.1K 0.05% 185
2024
Q1 		$660K Buy
+4,959
New +$643K 0.06% 144

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

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

Modern Wealth Management increased its Quest Diagnostics (DGX) stake by 16% in Q2 2026, buying an estimated $168K and bringing the position to 6,354 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #456.

Modern Wealth Management first reported a position in DGX in Q1 2024 and has held it in 10 quarters since. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Modern Wealth Management held 6,354 shares of Quest Diagnostics worth $1.35M as of Q2 2026.
  • Modern Wealth Management bought 855 Quest Diagnostics shares in Q2 2026, an estimated $168K.
  • Quest Diagnostics made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #456 holding.
  • Modern Wealth Management first reported a position in Quest Diagnostics in Q1 2024 and has held it in 10 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.