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Mowery & Schoenfeld Wealth Management’s Quest Diagnostics DGX Stock Holding History

Mowery & Schoenfeld 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 		$10.6K Hold
50
– – 0.01% 238
2026
Q1 		$9.8K Sell
50
-19
-28% -$3.69K 0.02% 221
2025
Q4 		$12K Buy
69
+19
+38% +$3.46K 0.02% 226
2025
Q3 		$9.53K Hold
50
– – 0.02% 225
2025
Q2 		$8.98K Hold
50
– – 0.01% 225
2025
Q1 		$8.46K Sell
50
-17
-25% -$2.79K 0.02% 276
2024
Q4 		$10.1K Buy
67
+17
+34% +$2.64K 0.02% 230
2024
Q3 		$7.76K Buy
+50
New +$7.47K 0.01% 185

Other funds holding DGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's DGX Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Quest Diagnostics (DGX) position steady in Q2 2026 at 50 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #238.

Mowery & Schoenfeld Wealth Management first reported a position in DGX in Q3 2024 and has held it in 8 quarters since. The position peaked at $12K in Q4 2025. 678 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 50 shares of Quest Diagnostics worth $10.6K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Quest Diagnostics share count unchanged in Q2 2026.
  • Quest Diagnostics made up 0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #238 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Quest Diagnostics in Q3 2024 and has held it in 8 quarters since.
  • Mowery & Schoenfeld Wealth Management's Quest Diagnostics position peaked at $12K in Q4 2025.
  • 678 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

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