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Phillips Wealth Planners’s Quest Diagnostics DGX Stock Holding History

Phillips Wealth Planners’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 		$226K Buy
1,190
+35
+3% +$6.8K 0.17% 189
2025
Q4 		$213K Sell
1,155
-42
-4% -$7.65K 0.17% 181
2025
Q3 		$214K Sell
1,197
-30
-2% -$5.32K 0.18% 188
2025
Q2 		$212K Buy
+1,227
New +$213K 0.19% 180

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

Phillips Wealth Planners's DGX Position: Q1 2026 in Review

Phillips Wealth Planners increased its Quest Diagnostics (DGX) stake by 3% in Q1 2026, buying an estimated $6.8K and bringing the position to 1,190 shares worth $226K. The position accounts for 0.17% of the portfolio, ranked #189.

Phillips Wealth Planners first reported a position in DGX in Q2 2025 and has held it in 4 quarters since. 1,063 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Phillips Wealth Planners held 1,190 shares of Quest Diagnostics worth $226K as of Q1 2026.
  • Phillips Wealth Planners bought 35 Quest Diagnostics shares in Q1 2026, an estimated $6.8K.
  • Quest Diagnostics made up 0.17% of Phillips Wealth Planners's portfolio in Q1 2026, its #189 holding.
  • Phillips Wealth Planners first reported a position in Quest Diagnostics in Q2 2025 and has held it in 4 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.