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Summit Financial’s Quest Diagnostics DGX Stock Holding History

Summit Financial’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
Q1 		$487K Buy
2,483
+294
+13% +$57.1K 0.01% 1006
2025
Q4 		$380K Buy
2,189
+199
+10% +$36.2K 0.01% 982
2025
Q3 		$379K Sell
1,990
-115
-5% -$20.4K 0.01% 976
2025
Q2 		$378K Buy
2,105
+484
+30% +$84.1K 0.01% 629
2025
Q1 		$274K Buy
1,621
+133
+9% +$21.8K 0.01% 629
2024
Q4 		$224K Sell
1,488
-4
-0.3% -$622 0.01% 598
2024
Q3 		$232K Sell
1,492
-97
-6% -$14.5K 0.01% 498
2024
Q2 		$218K Buy
+1,589
New +$218K 0.01% 464

Other funds holding DGX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Summit Financial's DGX Position: Q1 2026 in Review

Summit Financial increased its Quest Diagnostics (DGX) stake by 13% in Q1 2026, buying an estimated $57.1K and bringing the position to 2,483 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #1006.

Summit Financial first reported a position in DGX in Q2 2024 and has held it in 8 quarters since. 1,065 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Summit Financial held 2,483 shares of Quest Diagnostics worth $487K as of Q1 2026.
  • Summit Financial bought 294 Quest Diagnostics shares in Q1 2026, an estimated $57.1K.
  • Quest Diagnostics made up 0.01% of Summit Financial's portfolio in Q1 2026, its #1006 holding.
  • Summit Financial first reported a position in Quest Diagnostics in Q2 2024 and has held it in 8 quarters since.
  • 1,065 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.