Retirement Planning Company of New England’s Quest Diagnostics DGX Stock Holding History

Retirement Planning Company of New England’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	$293K	Sell	1,384 -28	-2%	-$5.5K	0.11%	207
2026 Q1	$277K	Buy	1,412 +1	+0.1%	+$194	0.11%	201
2025 Q4	$245K	Buy	1,411 +5	+0.4%	+$910	0.1%	215
2025 Q3	$268K	Buy	1,406 +5	+0.4%	+$887	0.11%	203
2025 Q2	$252K	Buy	1,401 +10	+0.7%	+$1.74K	0.11%	200
2025 Q1	$235K	Sell	1,391 -1	-0.1%	-$164	0.12%	200
2024 Q4	$210K	Buy	1,392 +1	+0.1%	+$156	0.1%	221
2024 Q3	$216K	Buy	+1,391	New	+$208K	0.11%	209
2024 Q1	–	Sell	-1,475	Closed	-$203K	–	223
2023 Q4	$203K	Buy	+1,475	New	+$194K	0.09%	215
2023 Q1	–	Sell	-1,327	Closed	-$208K	–	227
2022 Q4	$208K	Buy	+1,327	New	+$191K	0.14%	197
2022 Q1	–	Sell	-771	Closed	-$133K	–	378
2021 Q4	$133K	Buy	+771	New	+$117K	0.06%	271

Other funds holding DGX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Retirement Planning Company of New England's DGX Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Quest Diagnostics (DGX) stake by 2% in Q2 2026, selling an estimated $5.5K and leaving 1,384 shares worth $293K. The position accounts for 0.11% of the portfolio, ranked #207.

Retirement Planning Company of New England first reported a position in DGX in Q4 2021 and has held it in 11 quarters since. 785 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Retirement Planning Company of New England held 1,384 shares of Quest Diagnostics worth $293K as of Q2 2026.
Retirement Planning Company of New England sold 28 Quest Diagnostics shares in Q2 2026, an estimated $5.5K.
Quest Diagnostics made up 0.11% of Retirement Planning Company of New England's portfolio in Q2 2026, its #207 holding.
Retirement Planning Company of New England first reported a position in Quest Diagnostics in Q4 2021 and has held it in 11 quarters since.
785 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.