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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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

Perigon Wealth Management's DGX Position: Q1 2026 in Review

Perigon Wealth Management increased its Quest Diagnostics (DGX) stake by 6.6% in Q1 2026, buying an estimated $17.3K and bringing the position to 1,435 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #1044.

Perigon Wealth Management first reported a position in DGX in Q4 2020 and has held it in 6 quarters since. 1,064 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Perigon Wealth Management held 1,435 shares of Quest Diagnostics worth $281K as of Q1 2026.
  • Perigon Wealth Management bought 89 Quest Diagnostics shares in Q1 2026, an estimated $17.3K.
  • Quest Diagnostics made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1044 holding.
  • Perigon Wealth Management first reported a position in Quest Diagnostics in Q4 2020 and has held it in 6 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.