Needham Investment Management’s Quest Diagnostics DGX Stock Holding History

Needham Investment 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	$882K	Sell	4,500 -3,000	-40%	-$583K	0.05%	142
2025 Q4	$1.3M	Hold	7,500	–	–	0.08%	130
2025 Q3	$1.43M	Hold	7,500	–	–	0.1%	123
2025 Q2	$1.35M	Sell	7,500 -250	-3%	-$43.4K	0.11%	116
2025 Q1	$1.31M	Sell	7,750 -750	-9%	-$123K	0.12%	113
2024 Q4	$1.28M	Hold	8,500	–	–	0.1%	125
2024 Q3	$1.32M	Hold	8,500	–	–	0.1%	119
2024 Q2	$1.16M	Hold	8,500	–	–	0.1%	123
2024 Q1	$1.13M	Hold	8,500	–	–	0.11%	115
2023 Q4	$1.17M	Hold	8,500	–	–	0.15%	109
2023 Q3	$1.04M	Hold	8,500	–	–	0.18%	90
2023 Q2	$1.19M	Hold	8,500	–	–	0.2%	86
2023 Q1	$1.2M	Hold	8,500	–	–	0.21%	88
2022 Q4	$1.33M	Sell	8,500 -1,000	-11%	-$144K	0.24%	78
2022 Q3	$1.17M	Hold	9,500	–	–	0.23%	82
2022 Q2	$1.26M	Hold	9,500	–	–	0.24%	81
2022 Q1	$1.3M	Buy	9,500 +3,750	+65%	+$523K	0.19%	85
2021 Q4	$995K	Hold	5,750	–	–	0.12%	92
2021 Q3	$836K	Hold	5,750	–	–	0.11%	97
2021 Q2	$759K	Hold	5,750	–	–	0.11%	94
2021 Q1	$738K	Hold	5,750	–	–	0.1%	101
2020 Q4	$685K	Hold	5,750	–	–	0.12%	93
2020 Q3	$658K	Buy	5,750 +500	+10%	+$59.1K	0.13%	85
2020 Q2	$598K	Hold	5,250	–	–	0.13%	79
2020 Q1	$422K	Hold	5,250	–	–	0.12%	92
2019 Q4	$561K	Hold	5,250	–	–	0.15%	77
2019 Q3	$562K	Hold	5,250	–	–	0.18%	66
2019 Q2	$534K	Buy	5,250 +750	+17%	+$72.1K	0.18%	67
2019 Q1	$405K	Hold	4,500	–	–	0.14%	67
2018 Q4	$375K	Buy	+4,500	New	+$422K	0.14%	66

Other funds holding DGX

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Needham Investment Management's DGX Position: Q1 2026 in Review

Needham Investment Management reduced its Quest Diagnostics (DGX) stake by 40% in Q1 2026, selling an estimated $583K and leaving 4,500 shares worth $882K. The position accounts for 0.05% of the portfolio, ranked #142.

Needham Investment Management first reported a position in DGX in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.43M in Q3 2025. 1,064 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

Needham Investment Management held 4,500 shares of Quest Diagnostics worth $882K as of Q1 2026.
Needham Investment Management sold 3,000 Quest Diagnostics shares in Q1 2026, an estimated $583K.
Quest Diagnostics made up 0.05% of Needham Investment Management's portfolio in Q1 2026, its #142 holding.
Needham Investment Management first reported a position in Quest Diagnostics in Q4 2018 and has held it in 30 quarters since.
Needham Investment Management's Quest Diagnostics position peaked at $1.43M in Q3 2025.
1,064 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Needham Investment Management's 13F filing for Q1 2026, filed 15 May 2026.