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Spire Wealth Management’s Quest Diagnostics DGX Stock Holding History

Spire Wealth 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 		$190K Buy
896
+30
+3% +$5.89K 0.01% 803
2026
Q1 		$170K Sell
866
-45
-5% -$8.74K 0.01% 834
2025
Q4 		$158K Sell
911
-32
-3% -$5.83K 0.01% 863
2025
Q3 		$180K Sell
943
-69
-7% -$12.2K 0.01% 810
2025
Q2 		$182K Sell
1,012
-345
-25% -$59.9K 0.01% 788
2025
Q1 		$230K Buy
1,357
+218
+19% +$35.8K 0.01% 789
2024
Q4 		$172K Buy
1,139
+84
+8% +$13.1K 0.01% 865
2024
Q3 		$164K Buy
1,055
+70
+7% +$10.5K 0.01% 781
2024
Q2 		$135K Sell
985
-39
-4% -$5.34K ﹤0.01% 822
2024
Q1 		$136K Buy
1,024
+60
+6% +$7.79K ﹤0.01% 899
2023
Q4 		$128K Sell
964
-695
-42% -$91.4K ﹤0.01% 927
2023
Q3 		$202K Sell
1,659
-244
-13% -$32.5K 0.01% 709
2023
Q2 		$268K Sell
1,903
-16
-0.8% -$2.21K 0.01% 638
2023
Q1 		$272K Sell
1,919
-111
-5% -$15.9K 0.01% 637
2022
Q4 		$318K Buy
2,030
+58
+3% +$8.34K 0.02% 449
2022
Q3 		$242K Buy
1,972
+191
+11% +$25.2K 0.01% 481
2022
Q2 		$237K Sell
1,781
-421
-19% -$57.4K 0.01% 701
2022
Q1 		$301K Sell
2,202
-94
-4% -$13.1K 0.01% 724
2021
Q4 		$397K Buy
2,296
+1,301
+131% +$198K 0.01% 783
2021
Q3 		$145K Buy
995
+469
+89% +$68.6K ﹤0.01% 1045
2021
Q2 		$69K Buy
526
+162
+45% +$21.2K ﹤0.01% 1347
2021
Q1 		$47K Buy
+364
New +$44.9K ﹤0.01% 1749

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

Spire Wealth Management's DGX Position: Q2 2026 in Review

Spire Wealth Management increased its Quest Diagnostics (DGX) stake by 3.5% in Q2 2026, buying an estimated $5.89K and bringing the position to 896 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #803.

Spire Wealth Management first reported a position in DGX in Q1 2021 and has held it in 22 quarters since. The position peaked at $397K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Spire Wealth Management held 896 shares of Quest Diagnostics worth $190K as of Q2 2026.
  • Spire Wealth Management bought 30 Quest Diagnostics shares in Q2 2026, an estimated $5.89K.
  • Quest Diagnostics made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #803 holding.
  • Spire Wealth Management first reported a position in Quest Diagnostics in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Quest Diagnostics position peaked at $397K in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.