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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
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

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

Retirement Wealth Solutions's DGX Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Quest Diagnostics (DGX) stake by 43% in Q2 2026, selling an estimated $589 and leaving 4 shares worth $848. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Retirement Wealth Solutions first reported a position in DGX in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.37K in Q1 2026. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Retirement Wealth Solutions held 4 shares of Quest Diagnostics worth $848 as of Q2 2026.
  • Retirement Wealth Solutions sold 3 Quest Diagnostics shares in Q2 2026, an estimated $589.
  • Quest Diagnostics made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #682 holding.
  • Retirement Wealth Solutions first reported a position in Quest Diagnostics in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Quest Diagnostics position peaked at $1.37K in Q1 2026.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.