Rothschild Capital Partners’s Quest Diagnostics DGX Stock Holding History

Rothschild Capital 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	$631K	Sell	3,222 -520	-14%	-$101K	0.15%	61
2025 Q4	$649K	Hold	3,742	–	–	0.15%	42
2025 Q3	$713K	Hold	3,742	–	–	0.17%	40
2025 Q2	$672K	Hold	3,742	–	–	0.18%	34
2025 Q1	$633K	Buy	3,742 +520	+16%	+$85.4K	0.17%	37
2024 Q4	$486K	Hold	3,222	–	–	0.12%	48
2024 Q3	$500K	Hold	3,222	–	–	0.14%	35
2024 Q2	$441K	Hold	3,222	–	–	0.13%	35
2024 Q1	$429K	Hold	3,222	–	–	0.12%	32
2023 Q4	$444K	Buy	3,222 +1,000	+45%	+$131K	0.14%	32
2023 Q3	$271K	Hold	2,222	–	–	0.11%	27
2023 Q2	$312K	Hold	2,222	–	–	0.12%	28
2023 Q1	$314K	Hold	2,222	–	–	0.13%	29
2022 Q4	$348K	Hold	2,222	–	–	0.15%	31
2022 Q3	$273K	Hold	2,222	–	–	0.13%	30
2022 Q2	$295K	Hold	2,222	–	–	0.12%	30
2022 Q1	$304K	Hold	2,222	–	–	0.11%	31
2021 Q4	$384K	Sell	2,222 -1,000	-31%	-$152K	0.11%	35
2021 Q3	$468K	Hold	3,222	–	–	0.15%	38
2021 Q2	$425K	Buy	3,222 +1,000	+45%	+$131K	0.14%	40
2021 Q1	$285K	Hold	2,222	–	–	0.1%	38
2020 Q4	$265K	Hold	2,222	–	–	0.09%	38
2020 Q3	$254K	Hold	2,222	–	–	0.1%	36
2020 Q2	$253K	Buy	+2,222	New	+$236K	0.11%	38
2020 Q1	–	Sell	-2,222	Closed	-$237K	–	35
2019 Q4	$237K	Hold	2,222	–	–	0.11%	36
2019 Q3	$238K	Sell	2,222 -1,000	-31%	-$103K	0.12%	34
2019 Q2	$328K	Hold	3,222	–	–	0.16%	33
2019 Q1	$290K	Hold	3,222	–	–	0.16%	36
2018 Q4	$268K	Hold	3,222	–	–	0.14%	32
2018 Q3	$348K	Hold	3,222	–	–	0.15%	40
2018 Q2	$354K	Hold	3,222	–	–	0.15%	42
2018 Q1	$323K	Hold	3,222	–	–	0.13%	43
2017 Q4	$317K	Hold	3,222	–	–	0.12%	46
2017 Q3	$302K	Hold	3,222	–	–	0.13%	48
2017 Q2	$358K	Hold	3,222	–	–	0.14%	41
2017 Q1	$316K	Hold	3,222	–	–	0.12%	40
2016 Q4	$296K	Sell	3,222 -542	-14%	-$46.7K	0.13%	49
2016 Q3	$319K	Hold	3,764	–	–	0.11%	66
2016 Q2	$306K	Hold	3,764	–	–	0.12%	48
2016 Q1	$269K	Hold	3,764	–	–	0.12%	54
2015 Q4	$268K	Hold	3,764	–	–	0.13%	37
2015 Q3	$231K	Hold	3,764	–	–	0.12%	40
2015 Q2	$273K	Hold	3,764	–	–	0.12%	40
2015 Q1	$289K	Hold	3,764	–	–	0.13%	37
2014 Q4	$252K	Hold	3,764	–	–	0.12%	37
2014 Q3	$228K	Hold	3,764	–	–	0.11%	38
2014 Q2	$221K	Hold	3,764	–	–	0.1%	38
2014 Q1	$218K	Hold	3,764	–	–	0.11%	38
2013 Q4	$202K	Hold	3,764	–	–	0.1%	37
2013 Q3	$233K	Hold	3,764	–	–	0.11%	37
2013 Q2	$228K	Buy	+3,764	New	+$224K	0.13%	37

Other funds holding DGX

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Rothschild Capital Partners's DGX Position: Q1 2026 in Review

Rothschild Capital Partners reduced its Quest Diagnostics (DGX) stake by 14% in Q1 2026, selling an estimated $101K and leaving 3,222 shares worth $631K. The position accounts for 0.15% of the portfolio, ranked #61.

Rothschild Capital Partners first reported a position in DGX in Q2 2013 and has held it in 51 quarters since. The position peaked at $713K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

Rothschild Capital Partners held 3,222 shares of Quest Diagnostics worth $631K as of Q1 2026.
Rothschild Capital Partners sold 520 Quest Diagnostics shares in Q1 2026, an estimated $101K.
Quest Diagnostics made up 0.15% of Rothschild Capital Partners's portfolio in Q1 2026, its #61 holding.
Rothschild Capital Partners first reported a position in Quest Diagnostics in Q2 2013 and has held it in 51 quarters since.
Rothschild Capital Partners's Quest Diagnostics position peaked at $713K in Q3 2025.
1,063 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.