Sowell Financial Services’s Quest Diagnostics DGX Stock Holding History

Sowell Financial Services’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	$1.02M	Buy	4,815 +572	+13%	+$112K	0.03%	458
2026 Q1	$831K	Buy	4,243 +188	+5%	+$36.5K	0.03%	486
2025 Q4	$704K	Buy	4,055 +10	+0.2%	+$1.82K	0.03%	537
2025 Q3	$771K	Buy	4,045 +1,541	+62%	+$273K	0.03%	499
2025 Q2	$450K	Buy	+2,504	New	+$435K	0.02%	643
2021 Q2	–	Sell	-8,257	Closed	-$1.14M	–	1053
2021 Q1	$1.14M	Buy	8,257 +309	+4%	+$38.1K	0.04%	375
2020 Q4	$947K	Buy	7,948 +368	+5%	+$44.9K	0.04%	339
2020 Q3	$868K	Sell	7,580 -107	-1%	-$12.6K	0.04%	330
2020 Q2	$876K	Sell	7,687 -3,451	-31%	-$366K	0.05%	304
2020 Q1	$894K	Buy	11,138 +1,147	+11%	+$119K	0.07%	267
2019 Q4	$1.07M	Buy	9,991 +8,693	+670%	+$907K	0.08%	249
2019 Q3	$139K	Buy	+1,298	New	+$133K	0.01%	738

Other funds holding DGX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sowell Financial Services's DGX Position: Q2 2026 in Review

Sowell Financial Services increased its Quest Diagnostics (DGX) stake by 13% in Q2 2026, buying an estimated $112K and bringing the position to 4,815 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #458.

Sowell Financial Services first reported a position in DGX in Q3 2019 and has held it in 12 quarters since. The position peaked at $1.14M in Q1 2021. 1,105 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Sowell Financial Services held 4,815 shares of Quest Diagnostics worth $1.02M as of Q2 2026.
Sowell Financial Services bought 572 Quest Diagnostics shares in Q2 2026, an estimated $112K.
Quest Diagnostics made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #458 holding.
Sowell Financial Services first reported a position in Quest Diagnostics in Q3 2019 and has held it in 12 quarters since.
Sowell Financial Services's Quest Diagnostics position peaked at $1.14M in Q1 2021.
1,105 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.