SAM
DGX icon

Simplify Asset Management’s Quest Diagnostics DGX Stock Holding History

Simplify Asset 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 		$10.5M Buy
+49,715
New +$9.76M 0.15% 31
2025
Q3 		– Sell
-8,161
Closed -$1.47M – 132
2025
Q2 		$1.47M Sell
8,161
-12,510
-61% -$2.17M 0.07% 49
2025
Q1 		$3.5M Buy
+20,671
New +$3.4M 0.13% 30

Other funds holding DGX

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
RIM
Reliant Investment Management Memphis, Tennessee $281M AUM 34.2% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Simplify Asset Management's DGX Position: Q2 2026 in Review

Simplify Asset Management opened a new position in Quest Diagnostics (DGX) in Q2 2026: 49,715 shares worth $10.5M. The stake represents 0.15% of the portfolio and ranks #31 among its holdings. This is a return to the name: Simplify Asset Management previously reported a position in DGX as recently as Q2 2025.

Simplify Asset Management first reported a position in DGX in Q1 2025 and has held it in 3 quarters since. 133 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Simplify Asset Management held 49,715 shares of Quest Diagnostics worth $10.5M as of Q2 2026.
  • Quest Diagnostics was a new Simplify Asset Management position in Q2 2026.
  • Quest Diagnostics made up 0.15% of Simplify Asset Management's portfolio in Q2 2026, its #31 holding.
  • Simplify Asset Management first reported a position in Quest Diagnostics in Q1 2025 and has held it in 3 quarters since.
  • 133 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Simplify Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.