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Mount Yale Investment Advisors’s Quest Diagnostics DGX Stock Holding History

Mount Yale Investment Advisors’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 		$1.26M Buy
6,452
+4,089
+173% +$794K 0.03% 471
2025
Q4 		$410K Buy
2,363
+666
+39% +$121K 0.02% 512
2025
Q3 		$324K Sell
1,697
-1,387
-45% -$246K 0.02% 510
2025
Q2 		$554K Buy
3,084
+1,047
+51% +$182K 0.04% 319
2025
Q1 		$345K Buy
+2,037
New +$335K 0.03% 401
2020
Q1 		– Sell
-4,197
Closed -$464K – 303
2019
Q4 		$464K Buy
4,197
+543
+15% +$56.6K 0.08% 216
2019
Q3 		$372K Sell
3,654
-821
-18% -$84.3K 0.07% 239
2019
Q2 		$447K Buy
4,475
+117
+3% +$11.2K 0.08% 208
2019
Q1 		$392K Buy
4,358
+459
+12% +$39.8K 0.07% 222
2018
Q4 		$344K Buy
3,899
+213
+6% +$20K 0.07% 238
2018
Q3 		$360K Sell
3,686
-230
-6% -$25.2K 0.06% 229
2018
Q2 		$431K Sell
3,916
-78
-2% -$8.13K 0.08% 196
2018
Q1 		$401K Buy
+3,994
New +$409K 0.09% 213

Other funds holding DGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.56T 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

Mount Yale Investment Advisors's DGX Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Quest Diagnostics (DGX) stake by 173% in Q1 2026, buying an estimated $794K and bringing the position to 6,452 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #471.

Mount Yale Investment Advisors first reported a position in DGX in Q1 2018 and has held it in 13 quarters since. 1,066 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Mount Yale Investment Advisors held 6,452 shares of Quest Diagnostics worth $1.26M as of Q1 2026.
  • Mount Yale Investment Advisors bought 4,089 Quest Diagnostics shares in Q1 2026, an estimated $794K.
  • Quest Diagnostics made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #471 holding.
  • Mount Yale Investment Advisors first reported a position in Quest Diagnostics in Q1 2018 and has held it in 13 quarters since.
  • 1,066 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.