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Principia Wealth Advisory’s Quest Diagnostics DGX Stock Holding History

Principia Wealth Advisory’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 		$1.7K Buy
8
+1
+14% +$196 ﹤0.01% 629
2026
Q1 		$1.37K Sell
7
-1
-13% -$194 ﹤0.01% 624
2025
Q4 		$1.39K Buy
8
+2
+33% +$364 ﹤0.01% 569
2025
Q3 		$1.14K Sell
6
-1
-14% -$177 ﹤0.01% 601
2025
Q2 		$1.26K Buy
7
+2
+40% +$347 ﹤0.01% 505
2025
Q1 		$820 Sell
5
-1
-17% -$164 ﹤0.01% 444
2024
Q4 		$905 Buy
+6
New +$933 ﹤0.01% 389

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

Principia Wealth Advisory's DGX Position: Q2 2026 in Review

Principia Wealth Advisory increased its Quest Diagnostics (DGX) stake by 14% in Q2 2026, buying an estimated $196 and bringing the position to 8 shares worth $1.7K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Principia Wealth Advisory first reported a position in DGX in Q4 2024 and has held it in 7 quarters since. 1,105 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Principia Wealth Advisory held 8 shares of Quest Diagnostics worth $1.7K as of Q2 2026.
  • Principia Wealth Advisory bought 1 Quest Diagnostics share in Q2 2026, an estimated $196.
  • Quest Diagnostics made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #629 holding.
  • Principia Wealth Advisory first reported a position in Quest Diagnostics in Q4 2024 and has held it in 7 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.