Peterson Wealth Services
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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
Q3 		$35K Sell
150
-17
-10% -$3.93K 0.01% 160
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

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Conning Inc
Conning Inc Hartford, Connecticut $3.25B AUM 18.91% 1-Year Est. Return
Cookson Peirce & Co
Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return
Candriam SCA
Candriam SCA Strassen, Luxembourg, Luxembourg $22.5B AUM 50.38% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Peterson Wealth Services's DGX Position: Q3 2026 in Review

Peterson Wealth Services reduced its Quest Diagnostics (DGX) stake by 10% in Q3 2026, selling an estimated $3.93K and leaving 150 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #160.

Peterson Wealth Services first reported a position in DGX in Q3 2024 and has held it in 9 quarters since. The position peaked at $35.4K in Q2 2026. 476 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

  • Peterson Wealth Services held 150 shares of Quest Diagnostics worth $35K as of Q3 2026.
  • Peterson Wealth Services sold 17 Quest Diagnostics shares in Q3 2026, an estimated $3.93K.
  • Quest Diagnostics made up 0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #160 holding.
  • Peterson Wealth Services first reported a position in Quest Diagnostics in Q3 2024 and has held it in 9 quarters since.
  • Peterson Wealth Services's Quest Diagnostics position peaked at $35.4K in Q2 2026.
  • 476 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.