SWM
DGX icon

SHP Wealth Management’s Quest Diagnostics DGX Stock Holding History

SHP Wealth Management’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 		$12.9K Buy
61
+47
+336% +$9.22K ﹤0.01% 895
2026
Q1 		$2.74K Buy
+14
New +$2.72K ﹤0.01% 1211

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 $3.38T AUM 44.17% 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

SHP Wealth Management's DGX Position: Q2 2026 in Review

SHP Wealth Management increased its Quest Diagnostics (DGX) stake by 336% in Q2 2026, buying an estimated $9.22K and bringing the position to 61 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

SHP Wealth Management first reported a position in DGX in Q1 2026 and has held it in 2 quarters since. 1,111 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • SHP Wealth Management held 61 shares of Quest Diagnostics worth $12.9K as of Q2 2026.
  • SHP Wealth Management bought 47 Quest Diagnostics shares in Q2 2026, an estimated $9.22K.
  • Quest Diagnostics made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #895 holding.
  • SHP Wealth Management first reported a position in Quest Diagnostics in Q1 2026 and has held it in 2 quarters since.
  • 1,111 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.