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Palumbo Wealth Management’s Quest Diagnostics DGX Stock Holding History

Palumbo 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 		$5.03M Sell
23,727
-575
-2% -$113K 1.05% 26
2026
Q1 		$4.76M Sell
24,302
-1,556
-6% -$302K 1.16% 25
2025
Q4 		$4.49M Buy
25,858
+115
+0.4% +$20.9K 1.11% 22
2025
Q3 		$4.9M Buy
25,743
+126
+0.5% +$22.4K 1.56% 17
2025
Q2 		$4.6M Sell
25,617
-239
-0.9% -$41.5K 1.43% 16
2025
Q1 		$4.37M Buy
25,856
+4,070
+19% +$669K 1.46% 17
2024
Q4 		$3.29M Buy
21,786
+2,396
+12% +$373K 1.23% 20
2024
Q3 		$3.01M Buy
19,390
+408
+2% +$60.9K 1.17% 24
2024
Q2 		$2.6M Buy
18,982
+231
+1% +$31.6K 1.1% 22
2024
Q1 		$2.5M Buy
18,751
+683
+4% +$88.6K 1.12% 22
2023
Q4 		$2.49M Sell
18,068
-192
-1% -$25.2K 1.27% 18
2023
Q3 		$2.23M Buy
18,260
+13,063
+251% +$1.74M 1.22% 18
2023
Q2 		$730K Buy
+5,197
New +$716K 0.45% 44

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

Palumbo Wealth Management's DGX Position: Q2 2026 in Review

Palumbo Wealth Management reduced its Quest Diagnostics (DGX) stake by 2.4% in Q2 2026, selling an estimated $113K and leaving 23,727 shares worth $5.03M. The position accounts for 1.05% of the portfolio, ranked #26.

Palumbo Wealth Management first reported a position in DGX in Q2 2023 and has held it in 13 quarters since. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Palumbo Wealth Management held 23,727 shares of Quest Diagnostics worth $5.03M as of Q2 2026.
  • Palumbo Wealth Management sold 575 Quest Diagnostics shares in Q2 2026, an estimated $113K.
  • Quest Diagnostics made up 1.05% of Palumbo Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Palumbo Wealth Management first reported a position in Quest Diagnostics in Q2 2023 and has held it in 13 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.