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Planned Solutions’s Quest Diagnostics DGX Stock Holding History

Planned Solutions’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
Q3 		$221K Hold
950
– – 0.06% 149
2026
Q2 		$201K Buy
+950
New +$186K 0.06% 153
2024
Q4 		– Sell
-950
Closed -$147K – 239
2024
Q3 		$147K Buy
+950
New +$142K 0.06% 148
2024
Q1 		– Sell
-950
Closed -$131K – 202
2023
Q4 		$131K Buy
+950
New +$125K 0.06% 140
2021
Q1 		– Sell
-390
Closed -$46K – 146
2020
Q4 		$46K Hold
390
– – 0.04% 215
2020
Q3 		$45K Buy
+390
New +$46.1K 0.04% 166

Other funds holding DGX

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
JGP Wealth Management
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Planned Solutions's DGX Position: Q3 2026 in Review

Planned Solutions held its Quest Diagnostics (DGX) position steady in Q3 2026 at 950 shares worth $221K. The position accounts for 0.06% of the portfolio, ranked #149.

Planned Solutions first reported a position in DGX in Q3 2020 and has held it in 6 quarters since. 162 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

  • Planned Solutions held 950 shares of Quest Diagnostics worth $221K as of Q3 2026.
  • Planned Solutions left its Quest Diagnostics share count unchanged in Q3 2026.
  • Quest Diagnostics made up 0.06% of Planned Solutions's portfolio in Q3 2026, its #149 holding.
  • Planned Solutions first reported a position in Quest Diagnostics in Q3 2020 and has held it in 6 quarters since.
  • 162 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.