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Private Wealth Management Group’s Quest Diagnostics DGX Stock Holding History

Private Wealth Management Group’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 		$93.7K Buy
442
+369
+505% +$72.4K 0.02% 172
2026
Q1 		$14.3K Buy
73
+13
+22% +$2.53K ﹤0.01% 421
2025
Q4 		$10.4K Hold
60
– – ﹤0.01% 499
2025
Q3 		$11.4K Buy
60
+1
+2% +$177 ﹤0.01% 470
2025
Q2 		$10.6K Sell
59
-3
-5% -$521 ﹤0.01% 470
2025
Q1 		$10.5K Sell
62
-3
-5% -$493 ﹤0.01% 450
2024
Q4 		$9.81K Buy
65
+6
+10% +$933 ﹤0.01% 477
2024
Q3 		$9.16K Hold
59
– – ﹤0.01% 480
2024
Q2 		$8.08K Buy
59
+17
+40% +$2.33K ﹤0.01% 511
2024
Q1 		$5.59K Sell
42
-12
-22% -$1.56K ﹤0.01% 592
2023
Q4 		$7.45K Buy
+54
New +$7.1K ﹤0.01% 481

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

Private Wealth Management Group's DGX Position: Q2 2026 in Review

Private Wealth Management Group increased its Quest Diagnostics (DGX) stake by 505% in Q2 2026, buying an estimated $72.4K and bringing the position to 442 shares worth $93.7K. The position accounts for 0.02% of the portfolio, ranked #172.

Private Wealth Management Group first reported a position in DGX in Q4 2023 and has held it in 11 quarters since. 1,099 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Private Wealth Management Group held 442 shares of Quest Diagnostics worth $93.7K as of Q2 2026.
  • Private Wealth Management Group bought 369 Quest Diagnostics shares in Q2 2026, an estimated $72.4K.
  • Quest Diagnostics made up 0.02% of Private Wealth Management Group's portfolio in Q2 2026, its #172 holding.
  • Private Wealth Management Group first reported a position in Quest Diagnostics in Q4 2023 and has held it in 11 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.