PFG Private Wealth Management’s Quest Diagnostics DGX Stock Holding History

PFG Private 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	$308K	Buy	1,453 +71	+5%	+$13.9K	0.13%	62
2026 Q1	$271K	Buy	1,382 +163	+13%	+$31.7K	0.11%	66
2025 Q4	$212K	Buy	+1,219	New	+$222K	0.09%	71
2025 Q2	–	Sell	-818	Closed	-$138K	–	106
2025 Q1	$138K	Buy	+818	New	+$134K	0.07%	74
2022 Q1	–	Sell	-13	Closed	-$2K	–	311
2021 Q4	$2K	Sell	13 -587	-98%	-$89.3K	﹤0.01%	284
2021 Q3	$87K	Buy	+600	New	+$87.8K	0.05%	87

Other funds holding DGX

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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 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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PFG Private Wealth Management's DGX Position: Q2 2026 in Review

PFG Private Wealth Management increased its Quest Diagnostics (DGX) stake by 5.1% in Q2 2026, buying an estimated $13.9K and bringing the position to 1,453 shares worth $308K. The position accounts for 0.13% of the portfolio, ranked #62.

PFG Private Wealth Management first reported a position in DGX in Q3 2021 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

PFG Private Wealth Management held 1,453 shares of Quest Diagnostics worth $308K as of Q2 2026.
PFG Private Wealth Management bought 71 Quest Diagnostics shares in Q2 2026, an estimated $13.9K.
Quest Diagnostics made up 0.13% of PFG Private Wealth Management's portfolio in Q2 2026, its #62 holding.
PFG Private Wealth Management first reported a position in Quest Diagnostics in Q3 2021 and has held it in 6 quarters since.
287 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on PFG Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.