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Sequoia Financial Advisors’s Quest Diagnostics DGX Stock Holding History

Sequoia Financial 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 		$7.16M Buy
33,797
+6,767
+25% +$1.33M 0.04% 278
2026
Q1 		$5.3M Buy
27,030
+328
+1% +$63.7K 0.03% 308
2025
Q4 		$4.63M Buy
26,702
+3,359
+14% +$612K 0.03% 344
2025
Q3 		$4.45M Buy
23,343
+1,291
+6% +$229K 0.03% 323
2025
Q2 		$3.96M Buy
22,052
+1,022
+5% +$178K 0.03% 321
2025
Q1 		$3.56M Buy
21,030
+1,380
+7% +$227K 0.03% 325
2024
Q4 		$2.96M Buy
19,650
+941
+5% +$146K 0.03% 329
2024
Q3 		$2.9M Buy
18,709
+268
+1% +$40K 0.03% 297
2024
Q2 		$2.52M Buy
18,441
+865
+5% +$118K 0.03% 278
2024
Q1 		$2.34M Sell
17,576
-128
-0.7% -$16.6K 0.03% 300
2023
Q4 		$2.44M Buy
+17,704
New +$2.33M 0.03% 315

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

Sequoia Financial Advisors's DGX Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Quest Diagnostics (DGX) stake by 25% in Q2 2026, buying an estimated $1.33M and bringing the position to 33,797 shares worth $7.16M. The position accounts for 0.04% of the portfolio, ranked #278.

Sequoia Financial Advisors first reported a position in DGX in Q4 2023 and has held it in 11 quarters since. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Sequoia Financial Advisors held 33,797 shares of Quest Diagnostics worth $7.16M as of Q2 2026.
  • Sequoia Financial Advisors bought 6,767 Quest Diagnostics shares in Q2 2026, an estimated $1.33M.
  • Quest Diagnostics made up 0.04% of Sequoia Financial Advisors's portfolio in Q2 2026, its #278 holding.
  • Sequoia Financial Advisors first reported a position in Quest Diagnostics in Q4 2023 and has held it in 11 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.