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Steph & Co’s Quest Diagnostics DGX Stock Holding History

Steph & Co’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 		$826K Buy
3,896
+643
+20% +$126K 0.21% 41
2026
Q1 		$638K Buy
3,253
+18
+0.6% +$3.5K 0.18% 45
2025
Q4 		$561K Sell
3,235
-453
-12% -$82.5K 0.16% 46
2025
Q3 		$703K Sell
3,688
-690
-16% -$122K 0.21% 40
2025
Q2 		$786K Sell
4,378
-41
-0.9% -$7.12K 0.26% 38
2025
Q1 		$748K Sell
4,419
-383
-8% -$62.9K 0.27% 38
2024
Q4 		$724K Sell
4,802
-132
-3% -$20.5K 0.24% 40
2024
Q3 		$766K Buy
4,934
+84
+2% +$12.5K 0.24% 39
2024
Q2 		$664K Sell
4,850
-289
-6% -$39.6K 0.23% 43
2024
Q1 		$684K Buy
+5,139
New +$667K 0.24% 43

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
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Steph & Co's DGX Position: Q2 2026 in Review

Steph & Co increased its Quest Diagnostics (DGX) stake by 20% in Q2 2026, buying an estimated $126K and bringing the position to 3,896 shares worth $826K. The position accounts for 0.21% of the portfolio, ranked #41.

Steph & Co first reported a position in DGX in Q1 2024 and has held it in 10 quarters since. 152 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Steph & Co held 3,896 shares of Quest Diagnostics worth $826K as of Q2 2026.
  • Steph & Co bought 643 Quest Diagnostics shares in Q2 2026, an estimated $126K.
  • Quest Diagnostics made up 0.21% of Steph & Co's portfolio in Q2 2026, its #41 holding.
  • Steph & Co first reported a position in Quest Diagnostics in Q1 2024 and has held it in 10 quarters since.
  • 152 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.