Moran Wealth Management’s Quest Diagnostics DGX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

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

Moran Wealth Management reduced its Quest Diagnostics (DGX) stake by 3.6% in Q2 2026, selling an estimated $757K and leaving 104,495 shares worth $22.1M. The position accounts for 0.6% of the portfolio, ranked #38.

Moran Wealth Management first reported a position in DGX in Q4 2022 and has held it in 8 quarters since. 1,107 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Moran Wealth Management held 104,495 shares of Quest Diagnostics worth $22.1M as of Q2 2026.
  • Moran Wealth Management sold 3,856 Quest Diagnostics shares in Q2 2026, an estimated $757K.
  • Quest Diagnostics made up 0.6% of Moran Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Moran Wealth Management first reported a position in Quest Diagnostics in Q4 2022 and has held it in 8 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

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