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Sagespring Wealth Partners’s Quest Diagnostics DGX Stock Holding History

Sagespring Wealth 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 		$413K Sell
1,947
-80
-4% -$15.7K 0.01% 580
2026
Q1 		$397K Sell
2,027
-161
-7% -$31.3K 0.01% 562
2025
Q4 		$380K Buy
2,188
+77
+4% +$14K 0.01% 551
2025
Q3 		$402K Buy
2,111
+349
+20% +$61.9K 0.01% 513
2025
Q2 		$316K Buy
1,762
+38
+2% +$6.6K 0.01% 562
2025
Q1 		$292K Buy
1,724
+123
+8% +$20.2K 0.01% 526
2024
Q4 		$242K Buy
+1,601
New +$249K 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

Sagespring Wealth Partners's DGX Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Quest Diagnostics (DGX) stake by 3.9% in Q2 2026, selling an estimated $15.7K and leaving 1,947 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #580.

Sagespring Wealth Partners first reported a position in DGX in Q4 2024 and has held it in 7 quarters since. 1,109 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Sagespring Wealth Partners held 1,947 shares of Quest Diagnostics worth $413K as of Q2 2026.
  • Sagespring Wealth Partners sold 80 Quest Diagnostics shares in Q2 2026, an estimated $15.7K.
  • Quest Diagnostics made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #580 holding.
  • Sagespring Wealth Partners first reported a position in Quest Diagnostics in Q4 2024 and has held it in 7 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.