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Summitry LLC’s Quest Diagnostics DGX Stock Holding History

Summitry LLC’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 		$324K Sell
1,530
-100
-6% -$19.6K 0.01% 226
2026
Q1 		$319K Sell
1,630
-344
-17% -$66.8K 0.01% 200
2025
Q4 		$343K Buy
1,974
+334
+20% +$60.8K 0.01% 162
2025
Q3 		$313K Buy
+1,640
New +$291K 0.01% 149

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

Summitry LLC's DGX Position: Q2 2026 in Review

Summitry LLC reduced its Quest Diagnostics (DGX) stake by 6.1% in Q2 2026, selling an estimated $19.6K and leaving 1,530 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #226.

Summitry LLC first reported a position in DGX in Q3 2025 and has held it in 4 quarters since. The position peaked at $343K in Q4 2025. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Summitry LLC held 1,530 shares of Quest Diagnostics worth $324K as of Q2 2026.
  • Summitry LLC sold 100 Quest Diagnostics shares in Q2 2026, an estimated $19.6K.
  • Quest Diagnostics made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #226 holding.
  • Summitry LLC first reported a position in Quest Diagnostics in Q3 2025 and has held it in 4 quarters since.
  • Summitry LLC's Quest Diagnostics position peaked at $343K in Q4 2025.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.