Moran Wealth Management’s Quest Diagnostics DGX Stock Holding History

Moran 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 Q3	$24.2M	Sell	103,908 -587	-0.6%	-$136K	0.67%	29
2026 Q2	$22.1M	Sell	104,495 -3,856	-4%	-$757K	0.6%	38
2026 Q1	$21.2M	Buy	108,351 +4,287	+4%	+$833K	0.65%	34
2025 Q4	$18.1M	Sell	104,064 -1,087	-1%	-$198K	0.55%	48
2025 Q3	$20M	Buy	105,151 +1,840	+2%	+$327K	0.6%	43
2025 Q2	$18.6M	Buy	+103,311	New	+$17.9M	0.57%	48
2023 Q3	–	Sell	-4,770	Closed	-$670K	–	379
2023 Q2	$670K	Sell	4,770 -6,464	-58%	-$891K	0.03%	291
2023 Q1	$1.59M	Sell	11,234 -122,703	-92%	-$17.6M	0.06%	236
2022 Q4	$21M	Buy	+133,937	New	+$19.2M	0.8%	29

Other funds holding DGX

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Moran Wealth Management's DGX Position: Q3 2026 in Review

Moran Wealth Management reduced its Quest Diagnostics (DGX) stake by 0.56% in Q3 2026, selling an estimated $136K and leaving 103,908 shares worth $24.2M. The position accounts for 0.67% of the portfolio, ranked #29.

Moran Wealth Management first reported a position in DGX in Q4 2022 and has held it in 9 quarters since. 266 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

Moran Wealth Management held 103,908 shares of Quest Diagnostics worth $24.2M as of Q3 2026.
Moran Wealth Management sold 587 Quest Diagnostics shares in Q3 2026, an estimated $136K.
Quest Diagnostics made up 0.67% of Moran Wealth Management's portfolio in Q3 2026, its #29 holding.
Moran Wealth Management first reported a position in Quest Diagnostics in Q4 2022 and has held it in 9 quarters since.
266 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.