MWM
DGX icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Moran Wealth Management's DGX Position: Q1 2026 in Review

Moran Wealth Management increased its Quest Diagnostics (DGX) stake by 4.1% in Q1 2026, buying an estimated $833K and bringing the position to 108,351 shares worth $21.2M. The position accounts for 0.65% of the portfolio, ranked #34.

Moran Wealth Management first reported a position in DGX in Q4 2022 and has held it in 7 quarters since. 1,063 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Moran Wealth Management held 108,351 shares of Quest Diagnostics worth $21.2M as of Q1 2026.
  • Moran Wealth Management bought 4,287 Quest Diagnostics shares in Q1 2026, an estimated $833K.
  • Quest Diagnostics made up 0.65% of Moran Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Moran Wealth Management first reported a position in Quest Diagnostics in Q4 2022 and has held it in 7 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.