Physician Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Physician Wealth Advisors’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	$3.82K	Buy	18 +13	+260%	+$2.55K	﹤0.01%	1214
2026 Q1	$980	Buy	5 +2	+67%	+$389	﹤0.01%	1703
2025 Q4	$521	Sell	3 -27	-90%	-$4.92K	﹤0.01%	1864
2025 Q3	$5.72K	Buy	30 +19	+173%	+$3.37K	﹤0.01%	888
2025 Q2	$1.98K	Buy	+11	New	+$1.91K	﹤0.01%	1047

Other funds holding DGX

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

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

JWM

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Physician Wealth Advisors's DGX Position: Q2 2026 in Review

Physician Wealth Advisors increased its Quest Diagnostics (DGX) stake by 260% in Q2 2026, buying an estimated $2.55K and bringing the position to 18 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Physician Wealth Advisors first reported a position in DGX in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.72K in Q3 2025. 182 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Physician Wealth Advisors held 18 shares of Quest Diagnostics worth $3.82K as of Q2 2026.
Physician Wealth Advisors bought 13 Quest Diagnostics shares in Q2 2026, an estimated $2.55K.
Quest Diagnostics made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1214 holding.
Physician Wealth Advisors first reported a position in Quest Diagnostics in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Quest Diagnostics position peaked at $5.72K in Q3 2025.
182 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.