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Retirement Wealth Solutions’s Quest Diagnostics DGX Stock Holding History

Retirement Wealth 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
Q3 		$1.63K Buy
7
+3
+75% +$693 ﹤0.01% 644
2026
Q2 		$848 Sell
4
-3
-43% -$589 ﹤0.01% 682
2026
Q1 		$1.37K Buy
7
+2
+40% +$389 ﹤0.01% 581
2025
Q4 		$868 Sell
5
-1
-17% -$182 ﹤0.01% 603
2025
Q3 		$1.14K Buy
+6
New +$1.06K ﹤0.01% 537

Other funds holding DGX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Retirement Wealth Solutions's DGX Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Quest Diagnostics (DGX) stake by 75% in Q3 2026, buying an estimated $693 and bringing the position to 7 shares worth $1.63K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Retirement Wealth Solutions first reported a position in DGX in Q3 2025 and has held it in 5 quarters since. 48 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

  • Retirement Wealth Solutions held 7 shares of Quest Diagnostics worth $1.63K as of Q3 2026.
  • Retirement Wealth Solutions bought 3 Quest Diagnostics shares in Q3 2026, an estimated $693.
  • Quest Diagnostics made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #644 holding.
  • Retirement Wealth Solutions first reported a position in Quest Diagnostics in Q3 2025 and has held it in 5 quarters since.
  • 48 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.