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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
Q2 		$253K Buy
1,191
+1
+0.1% +$196 0.19% 177
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 $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

Phillips Wealth Planners's DGX Position: Q2 2026 in Review

Phillips Wealth Planners increased its Quest Diagnostics (DGX) stake by 0.08% in Q2 2026, buying an estimated $196 and bringing the position to 1,191 shares worth $253K. The position accounts for 0.19% of the portfolio, ranked #177.

Phillips Wealth Planners first reported a position in DGX in Q2 2025 and has held it in 5 quarters since. 1,107 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Phillips Wealth Planners held 1,191 shares of Quest Diagnostics worth $253K as of Q2 2026.
  • Phillips Wealth Planners bought 1 Quest Diagnostics share in Q2 2026, an estimated $196.
  • Quest Diagnostics made up 0.19% of Phillips Wealth Planners's portfolio in Q2 2026, its #177 holding.
  • Phillips Wealth Planners first reported a position in Quest Diagnostics in Q2 2025 and has held it in 5 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.