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MOR Wealth Management’s Quest Diagnostics DGX Stock Holding History

MOR 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 		– Sell
-1,244
Closed -$244K – 126
2026
Q1 		$244K Sell
1,244
-292
-19% -$56.7K 0.11% 88
2025
Q4 		$267K Buy
+1,536
New +$280K 0.12% 84

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

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

MOR Wealth Management sold out of Quest Diagnostics (DGX) in Q2 2026, closing a stake of 1,244 shares — an estimated $244K sold.

MOR Wealth Management first reported a position in DGX in Q4 2025 and held it in 2 quarters. The position peaked at $267K in Q4 2025. 1,099 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • MOR Wealth Management reported no remaining Quest Diagnostics position as of Q2 2026 after selling out during the quarter.
  • MOR Wealth Management sold 1,244 Quest Diagnostics shares in Q2 2026, an estimated $244K.
  • MOR Wealth Management first reported a position in Quest Diagnostics in Q4 2025 and held it in 2 quarters.
  • MOR Wealth Management's Quest Diagnostics position peaked at $267K in Q4 2025.
  • 1,099 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on MOR Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.