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Simplicity Wealth’s Quest Diagnostics DGX Stock Holding History

Simplicity Wealth’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 		$4.7M Buy
+22,182
New +$4.35M 0.16% 139
2024
Q3 		– Sell
-1,938
Closed -$265K – 668
2024
Q2 		$265K Buy
1,938
+115
+6% +$15.7K 0.01% 996
2024
Q1 		$243K Buy
+1,823
New +$237K 0.01% 997

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

Simplicity Wealth's DGX Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Quest Diagnostics (DGX) in Q2 2026: 22,182 shares worth $4.7M. The stake represents 0.16% of the portfolio and ranks #139 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in DGX as recently as Q2 2024.

Simplicity Wealth first reported a position in DGX in Q1 2024 and has held it in 3 quarters since. 1,106 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Simplicity Wealth held 22,182 shares of Quest Diagnostics worth $4.7M as of Q2 2026.
  • Quest Diagnostics was a new Simplicity Wealth position in Q2 2026.
  • Quest Diagnostics made up 0.16% of Simplicity Wealth's portfolio in Q2 2026, its #139 holding.
  • Simplicity Wealth first reported a position in Quest Diagnostics in Q1 2024 and has held it in 3 quarters since.
  • 1,106 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.