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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
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 $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

Sagespring Wealth Partners's DGX Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Quest Diagnostics (DGX) stake by 7.4% in Q1 2026, selling an estimated $31.3K and leaving 2,027 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #562.

Sagespring Wealth Partners first reported a position in DGX in Q4 2024 and has held it in 6 quarters since. The position peaked at $402K in Q3 2025. 1,065 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Sagespring Wealth Partners held 2,027 shares of Quest Diagnostics worth $397K as of Q1 2026.
  • Sagespring Wealth Partners sold 161 Quest Diagnostics shares in Q1 2026, an estimated $31.3K.
  • Quest Diagnostics made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #562 holding.
  • Sagespring Wealth Partners first reported a position in Quest Diagnostics in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Quest Diagnostics position peaked at $402K in Q3 2025.
  • 1,065 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.