Root Financial Partners
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Root Financial Partners’s Quest Diagnostics DGX Stock Holding History

Root Financial Partners’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 		$116K Buy
+497
New +$115K ﹤0.01% 666
2026
Q2 		– Sell
-432
Closed -$84.7K – 1113
2026
Q1 		$84.7K Buy
432
+34
+9% +$6.61K ﹤0.01% 634
2025
Q4 		$69.1K Buy
398
+35
+10% +$6.37K ﹤0.01% 600
2025
Q3 		$69.2K Buy
+363
New +$64.4K ﹤0.01% 559

Other funds holding DGX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's DGX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Quest Diagnostics (DGX) in Q3 2026: 497 shares worth $116K. The stake represents ﹤0.01% of the portfolio and ranks #666 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DGX as recently as Q1 2026.

Root Financial Partners first reported a position in DGX in Q3 2025 and has held it in 4 quarters since. 978 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

  • Root Financial Partners held 497 shares of Quest Diagnostics worth $116K as of Q3 2026.
  • Quest Diagnostics was a new Root Financial Partners position in Q3 2026.
  • Quest Diagnostics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #666 holding.
  • Root Financial Partners first reported a position in Quest Diagnostics in Q3 2025 and has held it in 4 quarters since.
  • 978 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.