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Pinnacle Wealth Planning Services’s Quest Diagnostics DGX Stock Holding History

Pinnacle Wealth Planning 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
Q2 		$148K Buy
699
+22
+3% +$4.32K 0.01% 670
2026
Q1 		$133K Buy
677
+51
+8% +$9.91K 0.01% 649
2025
Q4 		$109K Buy
+626
New +$114K 0.01% 735
2021
Q1 		– Sell
-262
Closed -$31K – 768
2020
Q4 		$31K Buy
+262
New +$31.9K 0.01% 982

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

Pinnacle Wealth Planning Services's DGX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Quest Diagnostics (DGX) stake by 3.2% in Q2 2026, buying an estimated $4.32K and bringing the position to 699 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #670.

Pinnacle Wealth Planning Services first reported a position in DGX in Q4 2020 and has held it in 4 quarters since. 1,107 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 699 shares of Quest Diagnostics worth $148K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 22 Quest Diagnostics shares in Q2 2026, an estimated $4.32K.
  • Quest Diagnostics made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #670 holding.
  • Pinnacle Wealth Planning Services first reported a position in Quest Diagnostics in Q4 2020 and has held it in 4 quarters since.
  • 1,107 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.