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Sound Income Strategies’s Quest Diagnostics DGX Stock Holding History

Sound Income Strategies’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 		– Sell
-77
Closed -$15.2K – 943
2026
Q1 		$15.2K Buy
77
+1
+1% +$194 ﹤0.01% 1308
2025
Q4 		$14.4K Buy
76
+6
+9% +$1.09K ﹤0.01% 1289
2025
Q3 		$12.7K Hold
70
– – ﹤0.01% 945
2025
Q2 		$12.6K Sell
70
-958
-93% -$166K ﹤0.01% 880
2025
Q1 		$174K Buy
1,028
+267
+35% +$43.9K 0.01% 305
2024
Q4 		$115K Buy
761
+10
+1% +$1.55K 0.01% 332
2024
Q3 		$117K Buy
751
+26
+4% +$3.88K 0.01% 317
2024
Q2 		$99.3K Sell
725
-10
-1% -$1.37K 0.01% 331
2024
Q1 		$97.9K Sell
735
-311
-30% -$40.4K 0.01% 314
2023
Q4 		$144K Buy
1,046
+981
+1,509% +$129K 0.01% 233
2023
Q3 		$7.92K Sell
65
-24
-27% -$3.2K ﹤0.01% 638
2023
Q2 		$12.5K Buy
89
+24
+37% +$3.31K ﹤0.01% 530
2023
Q1 		$9.2K Hold
65
– – ﹤0.01% 575
2022
Q4 		$10.2K Hold
65
– – ﹤0.01% 514
2022
Q3 		$8K Hold
65
– – ﹤0.01% 500
2022
Q2 		$9K Hold
65
– – ﹤0.01% 478
2022
Q1 		$9K Hold
65
– – ﹤0.01% 493
2021
Q4 		$11K Hold
65
– – ﹤0.01% 457
2021
Q3 		$9K Hold
65
– – ﹤0.01% 472
2021
Q2 		$9K Buy
65
+29
+81% +$3.8K ﹤0.01% 500
2021
Q1 		$4.62K Hold
36
– – ﹤0.01% 636
2020
Q4 		$4K Hold
36
– – ﹤0.01% 609
2020
Q3 		$4K Hold
36
– – ﹤0.01% 563
2020
Q2 		$4K Hold
36
– – ﹤0.01% 527
2020
Q1 		$3K Buy
+36
New +$3.73K ﹤0.01% 519

Other funds holding DGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sound Income Strategies's DGX Position: Q2 2026 in Review

Sound Income Strategies sold out of Quest Diagnostics (DGX) in Q2 2026, closing a stake of 77 shares — an estimated $15.2K sold.

Sound Income Strategies first reported a position in DGX in Q1 2020 and held it in 25 quarters. The position peaked at $174K in Q1 2025. 802 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Sound Income Strategies reported no remaining Quest Diagnostics position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 77 Quest Diagnostics shares in Q2 2026, an estimated $15.2K.
  • Sound Income Strategies first reported a position in Quest Diagnostics in Q1 2020 and held it in 25 quarters.
  • Sound Income Strategies's Quest Diagnostics position peaked at $174K in Q1 2025.
  • 802 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.