RFP
DGX icon

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
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 $6.73T 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

Root Financial Partners's DGX Position: Q2 2026 in Review

Root Financial Partners sold out of Quest Diagnostics (DGX) in Q2 2026, closing a stake of 432 shares — an estimated $84.7K sold.

Root Financial Partners first reported a position in DGX in Q3 2025 and held it in 3 quarters. The position peaked at $84.7K in Q1 2026. 1,108 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Root Financial Partners reported no remaining Quest Diagnostics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 432 Quest Diagnostics shares in Q2 2026, an estimated $84.7K.
  • Root Financial Partners first reported a position in Quest Diagnostics in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Quest Diagnostics position peaked at $84.7K in Q1 2026.
  • 1,108 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.