Perigon Wealth Management’s Quest Diagnostics DGX Stock Holding History

Perigon 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 Q3	$405K	Buy	1,736 +339	+24%	+$78.4K	0.01%	1002
2026 Q2	$296K	Sell	1,397 -38	-3%	-$7.46K	﹤0.01%	1127
2026 Q1	$281K	Buy	1,435 +89	+7%	+$17.3K	0.01%	1044
2025 Q4	$234K	Buy	1,346 +71	+6%	+$12.9K	﹤0.01%	1147
2025 Q3	$243K	Buy	1,275 +55	+5%	+$9.8K	0.01%	1059
2025 Q2	$219K	Sell	1,220 -84	-6%	-$14.6K	0.01%	971
2025 Q1	$221K	Buy	+1,304	New	+$214K	0.01%	929
2021 Q1	–	Sell	-1,324	Closed	-$158K	–	618
2020 Q4	$158K	Buy	+1,324	New	+$161K	0.02%	445

Other funds holding DGX

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

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Perigon Wealth Management's DGX Position: Q3 2026 in Review

Perigon Wealth Management increased its Quest Diagnostics (DGX) stake by 24% in Q3 2026, buying an estimated $78.4K and bringing the position to 1,736 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #1002.

Perigon Wealth Management first reported a position in DGX in Q4 2020 and has held it in 8 quarters since. 330 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

Perigon Wealth Management held 1,736 shares of Quest Diagnostics worth $405K as of Q3 2026.
Perigon Wealth Management bought 339 Quest Diagnostics shares in Q3 2026, an estimated $78.4K.
Quest Diagnostics made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1002 holding.
Perigon Wealth Management first reported a position in Quest Diagnostics in Q4 2020 and has held it in 8 quarters since.
330 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.