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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
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% +$9.76K 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

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

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

Perigon Wealth Management reduced its Quest Diagnostics (DGX) stake by 2.6% in Q2 2026, selling an estimated $7.46K and leaving 1,397 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

Perigon Wealth Management first reported a position in DGX in Q4 2020 and has held it in 7 quarters since. 1,107 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Perigon Wealth Management held 1,397 shares of Quest Diagnostics worth $296K as of Q2 2026.
  • Perigon Wealth Management sold 38 Quest Diagnostics shares in Q2 2026, an estimated $7.46K.
  • Quest Diagnostics made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1127 holding.
  • Perigon Wealth Management first reported a position in Quest Diagnostics in Q4 2020 and has held it in 7 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.