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Summit Securities Group’s Quest Diagnostics DGX Stock Holding History

Summit Securities Group’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 		$5.51K Sell
26
-298
-92% -$58.5K ﹤0.01% 958
2026
Q1 		$63.5K Buy
324
+159
+96% +$30.9K 0.01% 348
2025
Q4 		$28.6K Sell
165
-446
-73% -$81.2K ﹤0.01% 736
2025
Q3 		$116K Buy
611
+536
+715% +$95.1K 0.02% 359
2025
Q2 		$13.5K Buy
+75
New +$13K ﹤0.01% 822
2023
Q3 		– Sell
-147
Closed -$21K – 671
2023
Q2 		$21K Sell
147
-70
-32% -$9.65K ﹤0.01% 619
2023
Q1 		$31K Sell
217
-1,299
-86% -$186K ﹤0.01% 535
2022
Q4 		$237K Sell
1,516
-458
-23% -$65.8K 0.01% 444
2022
Q3 		$242K Buy
1,974
+330
+20% +$43.5K 0.02% 389
2022
Q2 		$219K Buy
1,644
+1,595
+3,255% +$217K 0.03% 288
2022
Q1 		$7K Buy
+49
New +$6.83K ﹤0.01% 903

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 Securities Group's DGX Position: Q2 2026 in Review

Summit Securities Group reduced its Quest Diagnostics (DGX) stake by 92% in Q2 2026, selling an estimated $58.5K and leaving 26 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #958.

Summit Securities Group first reported a position in DGX in Q1 2022 and has held it in 11 quarters since. The position peaked at $242K in Q3 2022. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Summit Securities Group held 26 shares of Quest Diagnostics worth $5.51K as of Q2 2026.
  • Summit Securities Group sold 298 Quest Diagnostics shares in Q2 2026, an estimated $58.5K.
  • Quest Diagnostics made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #958 holding.
  • Summit Securities Group first reported a position in Quest Diagnostics in Q1 2022 and has held it in 11 quarters since.
  • Summit Securities Group's Quest Diagnostics position peaked at $242K in Q3 2022.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.