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Sarver Vrooman Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Sarver Vrooman Wealth Advisors’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 		$46K Hold
213
– – 0.03% 73
2026
Q1 		$41.7K Hold
213
– – 0.03% 81
2025
Q4 		$37K Sell
213
-6
-3% -$1.09K 0.02% 87
2025
Q3 		$41.7K Hold
219
– – 0.03% 93
2025
Q2 		$39.3K Hold
219
– – 0.03% 93
2025
Q1 		$37.1K Buy
+219
New +$36K 0.02% 88

Other funds holding DGX

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's DGX Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Quest Diagnostics (DGX) position steady in Q2 2026 at 213 shares worth $46K. The position accounts for 0.03% of the portfolio, ranked #73.

Sarver Vrooman Wealth Advisors first reported a position in DGX in Q1 2025 and has held it in 6 quarters since. 182 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 213 shares of Quest Diagnostics worth $46K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its Quest Diagnostics share count unchanged in Q2 2026.
  • Quest Diagnostics made up 0.03% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Quest Diagnostics in Q1 2025 and has held it in 6 quarters since.
  • 182 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.