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Naples Global Advisors’s Quest Diagnostics DGX Stock Holding History

Naples Global 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
Q2 		$1.99M Buy
9,370
+45
+0.5% +$8.83K 0.12% 170
2026
Q1 		$1.83M Buy
9,325
+88
+1% +$17.1K 0.13% 170
2025
Q4 		$1.6M Sell
9,237
-150
-2% -$27.3K 0.12% 186
2025
Q3 		$1.79M Buy
9,387
+26
+0.3% +$4.61K 0.14% 172
2025
Q2 		$1.68M Buy
9,361
+55
+0.6% +$9.55K 0.14% 171
2025
Q1 		$1.57M Buy
9,306
+1,300
+16% +$214K 0.15% 174
2024
Q4 		$1.21M Buy
8,006
+100
+1% +$15.6K 0.11% 198
2024
Q3 		$1.23M Sell
7,906
-100
-1% -$14.9K 0.11% 202
2024
Q2 		$1.1M Buy
8,006
+100
+1% +$13.7K 0.11% 206
2024
Q1 		$1.05M Buy
7,906
+1,735
+28% +$225K 0.11% 210
2023
Q4 		$851K Buy
6,171
+90
+1% +$11.8K 0.09% 228
2023
Q3 		$741K Buy
6,081
+751
+14% +$100K 0.09% 239
2023
Q2 		$749K Buy
5,330
+260
+5% +$35.8K 0.09% 233
2023
Q1 		$717K Buy
5,070
+5
+0.1% +$715 0.09% 240
2022
Q4 		$792K Sell
5,065
-250
-5% -$35.9K 0.1% 230
2022
Q3 		$652K Buy
5,315
+480
+10% +$63.2K 0.09% 241
2022
Q2 		$643K Buy
4,835
+415
+9% +$56.5K 0.08% 249
2022
Q1 		$605K Buy
4,420
+2,265
+105% +$316K 0.07% 260
2021
Q4 		$373K Buy
2,155
+215
+11% +$32.7K 0.04% 314
2021
Q3 		$282K Buy
1,940
+100
+5% +$14.6K 0.04% 340
2021
Q2 		$243K Buy
+1,840
New +$241K 0.03% 353

Other funds holding DGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Naples Global Advisors's DGX Position: Q2 2026 in Review

Naples Global Advisors increased its Quest Diagnostics (DGX) stake by 0.48% in Q2 2026, buying an estimated $8.83K and bringing the position to 9,370 shares worth $1.99M. The position accounts for 0.12% of the portfolio, ranked #170.

Naples Global Advisors first reported a position in DGX in Q2 2021 and has held it in 21 quarters since. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Naples Global Advisors held 9,370 shares of Quest Diagnostics worth $1.99M as of Q2 2026.
  • Naples Global Advisors bought 45 Quest Diagnostics shares in Q2 2026, an estimated $8.83K.
  • Quest Diagnostics made up 0.12% of Naples Global Advisors's portfolio in Q2 2026, its #170 holding.
  • Naples Global Advisors first reported a position in Quest Diagnostics in Q2 2021 and has held it in 21 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.