Sigma Planning Corp’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $827K | Sell |
4,220
-584
| -12% | -$113K | 0.02% | 647 |
|
|
2025
Q4 | $837K | Buy |
4,804
+225
| +5% | +$41K | 0.02% | 603 |
|
|
2025
Q3 | $873K | Sell |
4,579
-531
| -10% | -$94.2K | 0.02% | 585 |
|
|
2025
Q2 | $918K | Sell |
5,110
-242
| -5% | -$42K | 0.03% | 526 |
|
|
2025
Q1 | $906K | Sell |
5,352
-145
| -3% | -$23.8K | 0.03% | 524 |
|
|
2024
Q4 | $829K | Buy |
5,497
+124
| +2% | +$19.3K | 0.03% | 558 |
|
|
2024
Q3 | $834K | Buy |
5,373
+416
| +8% | +$62.1K | 0.03% | 561 |
|
|
2024
Q2 | $678K | Buy |
4,957
+605
| +14% | +$82.8K | 0.02% | 606 |
|
|
2024
Q1 | $579K | Buy |
4,352
+2,557
| +142% | +$332K | 0.02% | 707 |
|
|
2023
Q4 | $247K | Sell |
1,795
-5,990
| -77% | -$787K | 0.02% | 695 |
|
|
2023
Q3 | $949K | Buy |
7,785
+67
| +0.9% | +$8.93K | 0.04% | 479 |
|
|
2023
Q2 | $1.08M | Buy |
7,718
+220
| +3% | +$30.3K | 0.04% | 424 |
|
|
2023
Q1 | $1.06M | Sell |
7,498
-3,963
| -35% | -$567K | 0.04% | 489 |
|
|
2022
Q4 | $1.79M | Sell |
11,461
-147
| -1% | -$21.1K | 0.06% | 306 |
|
|
2022
Q3 | $1.42M | Buy |
11,608
+244
| +2% | +$32.1K | 0.05% | 340 |
|
|
2022
Q2 | $1.51M | Buy |
11,364
+6,412
| +129% | +$874K | 0.05% | 334 |
|
|
2022
Q1 | $678K | Buy |
4,952
+264
| +6% | +$36.8K | 0.02% | 707 |
|
|
2021
Q4 | $811K | Buy |
4,688
+312
| +7% | +$47.5K | 0.02% | 631 |
|
|
2021
Q3 | $636K | Sell |
4,376
-190
| -4% | -$27.8K | 0.02% | 712 |
|
|
2021
Q2 | $603K | Sell |
4,566
-91
| -2% | -$11.9K | 0.02% | 751 |
|
|
2021
Q1 | $598K | Buy |
4,657
+770
| +20% | +$94.9K | 0.02% | 700 |
|
|
2020
Q4 | $463K | Buy |
3,887
+240
| +7% | +$29.3K | 0.02% | 721 |
|
|
2020
Q3 | $418K | Buy |
3,647
+56
| +2% | +$6.62K | 0.02% | 665 |
|
|
2020
Q2 | $409K | Buy |
3,591
+116
| +3% | +$12.3K | 0.02% | 666 |
|
|
2020
Q1 | $279K | Buy |
3,475
+485
| +16% | +$50.2K | 0.02% | 675 |
|
|
2019
Q4 | $319K | Sell |
2,990
-41
| -1% | -$4.28K | 0.01% | 770 |
|
|
2019
Q3 | $324K | Buy |
3,031
+21
| +0.7% | +$2.16K | 0.02% | 735 |
|
|
2019
Q2 | $307K | Sell |
3,010
-167
| -5% | -$16K | 0.02% | 721 |
|
|
2019
Q1 | $286K | Buy |
3,177
+45
| +1% | +$3.9K | 0.02% | 699 |
|
|
2018
Q4 | $261K | Buy |
3,132
+466
| +17% | +$43.7K | 0.02% | 658 |
|
|
2018
Q3 | $288K | Buy |
2,666
+397
| +17% | +$43.5K | 0.02% | 714 |
|
|
2018
Q2 | $250K | Sell |
2,269
-255
| -10% | -$26.6K | 0.02% | 729 |
|
|
2018
Q1 | $253K | Buy |
2,524
+187
| +8% | +$19.2K | 0.02% | 675 |
|
|
2017
Q4 | $230K | Buy |
+2,337
| New | +$222K | 0.02% | 717 |
|
Other funds holding DGX
VCM
VPM
EIG
Sigma Planning Corp's DGX Position: Q1 2026 in Review
Sigma Planning Corp reduced its Quest Diagnostics (DGX) stake by 12% in Q1 2026, selling an estimated $113K and leaving 4,220 shares worth $827K. The position accounts for 0.02% of the portfolio, ranked #647.
Sigma Planning Corp first reported a position in DGX in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.79M in Q4 2022. 1,064 funds tracked by Wall St. Rank hold DGX as of Q1 2026.
- Sigma Planning Corp held 4,220 shares of Quest Diagnostics worth $827K as of Q1 2026.
- Sigma Planning Corp sold 584 Quest Diagnostics shares in Q1 2026, an estimated $113K.
- Quest Diagnostics made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #647 holding.
- Sigma Planning Corp first reported a position in Quest Diagnostics in Q4 2017 and has held it in 34 quarters since.
- Sigma Planning Corp's Quest Diagnostics position peaked at $1.79M in Q4 2022.
- 1,064 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.