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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
Q2 		$633K Buy
2,988
+505
+20% +$99.1K 0.01% 1009
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 $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

Summit Financial's DGX Position: Q2 2026 in Review

Summit Financial increased its Quest Diagnostics (DGX) stake by 20% in Q2 2026, buying an estimated $99.1K and bringing the position to 2,988 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #1009.

Summit Financial first reported a position in DGX in Q2 2024 and has held it in 9 quarters since. 1,109 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Summit Financial held 2,988 shares of Quest Diagnostics worth $633K as of Q2 2026.
  • Summit Financial bought 505 Quest Diagnostics shares in Q2 2026, an estimated $99.1K.
  • Quest Diagnostics made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1009 holding.
  • Summit Financial first reported a position in Quest Diagnostics in Q2 2024 and has held it in 9 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.