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Montgomery Investment Management’s Quest Diagnostics DGX Stock Holding History

Montgomery Investment 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 		$895K Buy
4,220
+1
+0% +$196 0.27% 57
2026
Q1 		$827K Buy
4,219
+1
+0% +$194 0.28% 54
2025
Q4 		$732K Sell
4,218
-13
-0.3% -$2.37K 0.26% 53
2025
Q3 		$806K Buy
4,231
+1
+0% +$177 0.28% 52
2025
Q2 		$760K Hold
4,230
– – 0.29% 49
2025
Q1 		$716K Hold
4,230
– – 0.28% 51
2024
Q4 		$638K Hold
4,230
– – 0.25% 53
2024
Q3 		$657K Hold
4,230
– – 0.24% 49
2024
Q2 		$579K Hold
4,230
– – 0.23% 53
2024
Q1 		$563K Sell
4,230
-2,200
-34% -$285K 0.21% 52
2023
Q4 		$887K Sell
6,430
-300
-4% -$39.4K 0.27% 46
2023
Q3 		$820K Hold
6,730
– – 0.28% 46
2023
Q2 		$946K Hold
6,730
– – 0.32% 45
2023
Q1 		$952K Sell
6,730
-1,300
-16% -$186K 0.34% 43
2022
Q4 		$1.26M Sell
8,030
-180
-2% -$25.9K 0.45% 43
2022
Q3 		$1.01M Sell
8,210
-30
-0.4% -$3.95K 0.41% 43
2022
Q2 		$1.1M Hold
8,240
– – 0.44% 42
2022
Q1 		$1.13M Sell
8,240
-700
-8% -$97.6K 0.39% 43
2021
Q4 		$1.55M Hold
8,940
– – 0.52% 38
2021
Q3 		$1.3M Buy
8,940
+300
+3% +$43.9K 0.48% 38
2021
Q2 		$1.14M Sell
8,640
-300
-3% -$39.3K 0.42% 40
2021
Q1 		$1.15M Hold
8,940
– – 0.44% 40
2020
Q4 		$1.06M Hold
8,940
– – 0.49% 37
2020
Q3 		$1.02M Sell
8,940
-340
-4% -$40.2K 0.54% 37
2020
Q2 		$1.06M Sell
9,280
-600
-6% -$63.6K 0.57% 38
2020
Q1 		$793K Sell
9,880
-1,505
-13% -$156K 0.52% 41
2019
Q4 		$1.22M Sell
11,385
-700
-6% -$73K 0.5% 44
2019
Q3 		$1.29M Hold
12,085
– – 0.55% 42
2019
Q2 		$1.23M Hold
12,085
– – 0.54% 44
2019
Q1 		$1.09M Sell
12,085
-300
-2% -$26K 0.48% 47
2018
Q4 		$1.03M Sell
12,385
-150
-1% -$14.1K 0.52% 45
2018
Q3 		$1.35M Hold
12,535
– – 0.56% 45
2018
Q2 		$1.38M Hold
12,535
– – 0.57% 45
2018
Q1 		$1.26M Hold
12,535
– – 0.53% 45
2017
Q4 		$1.23M Hold
12,535
– – 0.5% 46
2017
Q3 		$1.17M Hold
12,535
– – 0.52% 45
2017
Q2 		$1.39M Hold
12,535
– – 0.64% 39
2017
Q1 		$1.23M Sell
12,535
-600
-5% -$57.2K 0.53% 45
2016
Q4 		$1.21M Hold
13,135
– – 0.52% 46
2016
Q3 		$1.11M Sell
13,135
-260
-2% -$21.8K 0.52% 46
2016
Q2 		$1.09M Sell
13,395
-1,600
-11% -$122K 0.53% 42
2016
Q1 		$1.07M Sell
14,995
-200
-1% -$13.4K 0.62% 40
2015
Q4 		$1.08M Hold
15,195
– – 0.61% 43
2015
Q3 		$934K Hold
15,195
– – 0.55% 44
2015
Q2 		$1.1M Buy
15,195
+1,305
+9% +$96.4K 0.56% 44
2015
Q1 		$1.07M Sell
13,890
-300
-2% -$21.5K 0.54% 46
2014
Q4 		$951K Buy
14,190
+4,120
+41% +$260K 0.45% 50
2014
Q3 		$611K Sell
10,070
-680
-6% -$41.9K 0.42% 55
2014
Q2 		$631K Sell
10,750
-1,900
-15% -$111K 0.48% 49
2014
Q1 		$733K Sell
12,650
-770
-6% -$41.3K 0.6% 44
2013
Q4 		$719K Sell
13,420
-12,270
-48% -$728K 0.59% 47
2013
Q3 		$1.59M Sell
25,690
-1,300
-5% -$77.8K 0.86% 34
2013
Q2 		$1.64M Buy
+26,990
New +$1.61M 0.9% 33

Other funds holding DGX

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
RIM
Reliant Investment Management Memphis, Tennessee $281M AUM 34.2% 1-Year Est. Return

Montgomery Investment Management's DGX Position: Q2 2026 in Review

Montgomery Investment Management increased its Quest Diagnostics (DGX) stake by 0.02% in Q2 2026, buying an estimated $196 and bringing the position to 4,220 shares worth $895K. The position accounts for 0.27% of the portfolio, ranked #57.

Montgomery Investment Management first reported a position in DGX in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.64M in Q2 2013. 134 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Montgomery Investment Management held 4,220 shares of Quest Diagnostics worth $895K as of Q2 2026.
  • Montgomery Investment Management bought 1 Quest Diagnostics share in Q2 2026, an estimated $196.
  • Quest Diagnostics made up 0.27% of Montgomery Investment Management's portfolio in Q2 2026, its #57 holding.
  • Montgomery Investment Management first reported a position in Quest Diagnostics in Q2 2013 and has held it in 53 quarters since.
  • Montgomery Investment Management's Quest Diagnostics position peaked at $1.64M in Q2 2013.
  • 134 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.