Next Level Wealth Planning’s Quest Diagnostics DGX Stock Holding History

Next Level Wealth Planning’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 Q3	$25.2K	Buy	+108	New	+$25K	0.01%	242

Other funds holding DGX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Next Level Wealth Planning's DGX Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Quest Diagnostics (DGX) in Q3 2026: 108 shares worth $25.2K. The stake represents 0.01% of the portfolio and ranks #242 among its holdings.

605 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

Next Level Wealth Planning held 108 shares of Quest Diagnostics worth $25.2K as of Q3 2026.
Quest Diagnostics was a new Next Level Wealth Planning position in Q3 2026.
Quest Diagnostics made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #242 holding.
605 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.