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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Root Financial Partners's DGX Position: Q1 2026 in Review

Root Financial Partners increased its Quest Diagnostics (DGX) stake by 8.5% in Q1 2026, buying an estimated $6.61K and bringing the position to 432 shares worth $84.7K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Root Financial Partners first reported a position in DGX in Q3 2025 and has held it in 3 quarters since. 1,065 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Root Financial Partners held 432 shares of Quest Diagnostics worth $84.7K as of Q1 2026.
  • Root Financial Partners bought 34 Quest Diagnostics shares in Q1 2026, an estimated $6.61K.
  • Quest Diagnostics made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #634 holding.
  • Root Financial Partners first reported a position in Quest Diagnostics in Q3 2025 and has held it in 3 quarters since.
  • 1,065 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.