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Personal CFO Solutions’s Quest Diagnostics DGX Stock Holding History

Personal CFO Solutions’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 		$678K Buy
3,199
+112
+4% +$22K 0.1% 187
2026
Q1 		$605K Buy
3,087
+24
+0.8% +$4.66K 0.09% 216
2025
Q4 		$532K Buy
3,063
+7
+0.2% +$1.27K 0.08% 225
2025
Q3 		$582K Buy
3,056
+1
+0% +$177 0.1% 204
2025
Q2 		$549K Buy
3,055
+70
+2% +$12.2K 0.1% 201
2025
Q1 		$505K Buy
2,985
+323
+12% +$53.1K 0.1% 213
2024
Q4 		$402K Buy
2,662
+3
+0.1% +$467 0.08% 243
2024
Q3 		$413K Sell
2,659
-221
-8% -$33K 0.06% 311
2024
Q2 		$394K Buy
2,880
+218
+8% +$29.9K 0.06% 307
2024
Q1 		$354K Buy
2,662
+29
+1% +$3.76K 0.06% 352
2023
Q4 		$363K Sell
2,633
-2,850
-52% -$375K 0.06% 321
2023
Q3 		$668K Sell
5,483
-723
-12% -$96.3K 0.13% 148
2023
Q2 		$872K Sell
6,206
-1,143
-16% -$158K 0.18% 115
2023
Q1 		$1.04M Sell
7,349
-299
-4% -$42.8K 0.21% 86
2022
Q4 		$1.2M Buy
7,648
+209
+3% +$30K 0.25% 72
2022
Q3 		$913K Buy
7,439
+195
+3% +$25.7K 0.23% 77
2022
Q2 		$963K Buy
7,244
+862
+14% +$117K 0.23% 75
2022
Q1 		$873K Buy
6,382
+103
+2% +$14.4K 0.17% 116
2021
Q4 		$1.09M Buy
6,279
+3,363
+115% +$512K 0.2% 105
2021
Q3 		$424K Buy
2,916
+3
+0.1% +$439 0.09% 213
2021
Q2 		$384K Sell
2,913
-1,023
-26% -$134K 0.08% 227
2021
Q1 		$505K Sell
3,936
-390
-9% -$48.1K 0.11% 170
2020
Q4 		$516K Buy
4,326
+2,422
+127% +$295K 0.13% 152
2020
Q3 		$0 Sell
1,904
-39
-2% -$4.61K ﹤0.01% 183
2020
Q2 		$221K Buy
+1,943
New +$206K 0.07% 265

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

Personal CFO Solutions's DGX Position: Q2 2026 in Review

Personal CFO Solutions increased its Quest Diagnostics (DGX) stake by 3.6% in Q2 2026, buying an estimated $22K and bringing the position to 3,199 shares worth $678K. The position accounts for 0.1% of the portfolio, ranked #187.

Personal CFO Solutions first reported a position in DGX in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.2M in Q4 2022. 1,107 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Personal CFO Solutions held 3,199 shares of Quest Diagnostics worth $678K as of Q2 2026.
  • Personal CFO Solutions bought 112 Quest Diagnostics shares in Q2 2026, an estimated $22K.
  • Quest Diagnostics made up 0.1% of Personal CFO Solutions's portfolio in Q2 2026, its #187 holding.
  • Personal CFO Solutions first reported a position in Quest Diagnostics in Q2 2020 and has held it in 25 quarters since.
  • Personal CFO Solutions's Quest Diagnostics position peaked at $1.2M in Q4 2022.
  • 1,107 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.