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Peterson Wealth Services’s Quest Diagnostics DGX Stock Holding History

Peterson Wealth Services’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 		$35.4K Buy
167
+17
+11% +$3.34K 0.01% 169
2026
Q1 		$29.4K Hold
150
– – 0.01% 171
2025
Q4 		$26K Sell
150
-60,892
-100% -$11.1M 0.01% 165
2025
Q3 		$34.3K Buy
61,042
+60,862
+33,812% +$10.8M 0.01% 167
2025
Q2 		$32.3K Hold
180
– – 0.01% 161
2025
Q1 		$30.5K Hold
180
– – 0.01% 166
2024
Q4 		$27.2K Hold
180
– – 0.01% 171
2024
Q3 		$27.9K Buy
+180
New +$26.9K 0.01% 175

Other funds holding DGX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Peterson Wealth Services's DGX Position: Q2 2026 in Review

Peterson Wealth Services increased its Quest Diagnostics (DGX) stake by 11% in Q2 2026, buying an estimated $3.34K and bringing the position to 167 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #169.

Peterson Wealth Services first reported a position in DGX in Q3 2024 and has held it in 8 quarters since. 444 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Peterson Wealth Services held 167 shares of Quest Diagnostics worth $35.4K as of Q2 2026.
  • Peterson Wealth Services bought 17 Quest Diagnostics shares in Q2 2026, an estimated $3.34K.
  • Quest Diagnostics made up 0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #169 holding.
  • Peterson Wealth Services first reported a position in Quest Diagnostics in Q3 2024 and has held it in 8 quarters since.
  • 444 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.