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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
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 $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

Pinnacle Wealth Planning Services's DGX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Quest Diagnostics (DGX) stake by 8.1% in Q1 2026, buying an estimated $9.91K and bringing the position to 677 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #649.

Pinnacle Wealth Planning Services first reported a position in DGX in Q4 2020 and has held it in 3 quarters since. 1,064 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 677 shares of Quest Diagnostics worth $133K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 51 Quest Diagnostics shares in Q1 2026, an estimated $9.91K.
  • Quest Diagnostics made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #649 holding.
  • Pinnacle Wealth Planning Services first reported a position in Quest Diagnostics in Q4 2020 and has held it in 3 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.