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
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
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 $3.37T AUM 44.26% 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 $1.56T 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

SHP Wealth Management's DGX Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Quest Diagnostics (DGX) in Q1 2026: 14 shares worth $2.74K. The stake represents ﹤0.01% of the portfolio and ranks #1211 among its holdings.

1,066 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • SHP Wealth Management held 14 shares of Quest Diagnostics worth $2.74K as of Q1 2026.
  • Quest Diagnostics was a new SHP Wealth Management position in Q1 2026.
  • Quest Diagnostics made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1211 holding.
  • 1,066 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.