Plante Moran Financial Advisors’s Quest Diagnostics DGX Stock Holding History

Plante Moran Financial 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	$212	Buy	+1	New	+$196	﹤0.01%	1440
2025 Q3	–	Sell	-46	Closed	-$8.26K	–	812
2025 Q2	$8.26K	Hold	46	–	–	﹤0.01%	586
2025 Q1	$7.78K	Hold	46	–	–	﹤0.01%	603
2024 Q4	$6.94K	Hold	46	–	–	﹤0.01%	642
2024 Q3	$7.14K	Hold	46	–	–	﹤0.01%	643
2024 Q2	$6.3K	Hold	46	–	–	﹤0.01%	629
2024 Q1	$6.12K	Hold	46	–	–	﹤0.01%	671
2023 Q4	$6.34K	Hold	46	–	–	﹤0.01%	620
2023 Q3	$5.61K	Hold	46	–	–	﹤0.01%	591
2023 Q2	$6.47K	Hold	46	–	–	﹤0.01%	610
2023 Q1	$6.51K	Hold	46	–	–	﹤0.01%	622
2022 Q4	$7.2K	Hold	46	–	–	﹤0.01%	619
2022 Q3	$6K	Hold	46	–	–	﹤0.01%	657
2022 Q2	$6K	Hold	46	–	–	﹤0.01%	677
2022 Q1	$6K	Sell	46 -27	-37%	-$3.76K	﹤0.01%	650
2021 Q4	$13K	Buy	+73	New	+$11.1K	﹤0.01%	632
2020 Q4	–	Sell	-67	Closed	-$8K	–	906
2020 Q3	$8K	Buy	+67	New	+$7.92K	﹤0.01%	630
2020 Q1	–	Sell	-366	Closed	-$39K	–	751
2019 Q4	$39K	Hold	366	–	–	0.01%	353
2019 Q3	$39K	Hold	366	–	–	0.01%	377
2019 Q2	$37K	Buy	+366	New	+$35.2K	0.01%	386
2019 Q1	–	Sell	-65	Closed	-$5K	–	804
2018 Q4	$5K	Buy	+65	New	+$6.09K	﹤0.01%	592

Other funds holding DGX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Plante Moran Financial Advisors's DGX Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Quest Diagnostics (DGX) in Q2 2026: 1 share worth $212. The stake represents ﹤0.01% of the portfolio and ranks #1440 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in DGX as recently as Q2 2025.

Plante Moran Financial Advisors first reported a position in DGX in Q4 2018 and has held it in 21 quarters since. The position peaked at $39K in Q4 2019. 1,111 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Plante Moran Financial Advisors held 1 share of Quest Diagnostics worth $212 as of Q2 2026.
Quest Diagnostics was a new Plante Moran Financial Advisors position in Q2 2026.
Quest Diagnostics made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1440 holding.
Plante Moran Financial Advisors first reported a position in Quest Diagnostics in Q4 2018 and has held it in 21 quarters since.
Plante Moran Financial Advisors's Quest Diagnostics position peaked at $39K in Q4 2019.
1,111 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.