Strategic Wealth Partners’s Quest Diagnostics DGX Stock Holding History

Strategic Wealth Partners’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	$52.6K	Sell	248 -60	-19%	-$11.8K	﹤0.01%	514
2026 Q1	$60.4K	Hold	308	–	–	﹤0.01%	479
2025 Q4	$53.4K	Hold	308	–	–	﹤0.01%	512
2025 Q3	$58.7K	Hold	308	–	–	﹤0.01%	521
2025 Q2	$55.3K	Buy	+308	New	+$53.5K	﹤0.01%	481
2019 Q4	–	Sell	-1,770	Closed	-$9.81K	–	214
2019 Q3	$9.81K	Sell	1,770 -9,981	-85%	-$1.02M	0.05%	141
2019 Q2	$1.2M	Sell	11,751 -1,101	-9%	-$106K	0.58%	52
2019 Q1	$1.16M	Buy	12,852 +2,075	+19%	+$180K	0.53%	56
2018 Q4	$917K	Buy	10,777 +308	+3%	+$28.9K	0.46%	70
2018 Q3	$1.13M	Buy	10,469 +1,143	+12%	+$125K	0.6%	54
2018 Q2	$1.02M	Buy	9,326 +919	+11%	+$95.7K	0.59%	49
2018 Q1	$843K	Buy	8,407 +8,347	+13,912%	+$855K	0.43%	82
2017 Q4	$6K	Buy	+60	New	+$5.69K	﹤0.01%	581

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

Strategic Wealth Partners's DGX Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Quest Diagnostics (DGX) stake by 19% in Q2 2026, selling an estimated $11.8K and leaving 248 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Strategic Wealth Partners first reported a position in DGX in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.2M in Q2 2019. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Strategic Wealth Partners held 248 shares of Quest Diagnostics worth $52.6K as of Q2 2026.
Strategic Wealth Partners sold 60 Quest Diagnostics shares in Q2 2026, an estimated $11.8K.
Quest Diagnostics made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #514 holding.
Strategic Wealth Partners first reported a position in Quest Diagnostics in Q4 2017 and has held it in 13 quarters since.
Strategic Wealth Partners's Quest Diagnostics position peaked at $1.2M in Q2 2019.
1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.