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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
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

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
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
P
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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Planned Solutions's DGX Position: Q2 2026 in Review

Planned Solutions opened a new position in Quest Diagnostics (DGX) in Q2 2026: 950 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #153 among its holdings. This is a return to the name: Planned Solutions previously reported a position in DGX as recently as Q3 2024.

Planned Solutions first reported a position in DGX in Q3 2020 and has held it in 5 quarters since. 152 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Planned Solutions held 950 shares of Quest Diagnostics worth $201K as of Q2 2026.
  • Quest Diagnostics was a new Planned Solutions position in Q2 2026.
  • Quest Diagnostics made up 0.06% of Planned Solutions's portfolio in Q2 2026, its #153 holding.
  • Planned Solutions first reported a position in Quest Diagnostics in Q3 2020 and has held it in 5 quarters since.
  • 152 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.