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Sunrise Financial Services’s Quest Diagnostics DGX Stock Holding History

Sunrise Financial Services’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 		$4.51K Hold
21
– – ﹤0.01% 288
2026
Q1 		$4.17K Hold
21
– – ﹤0.01% 302
2025
Q4 		$3.69K Buy
+21
New +$3.82K ﹤0.01% 281

Other funds holding DGX

BlackRock
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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

Sunrise Financial Services's DGX Position: Q2 2026 in Review

Sunrise Financial Services held its Quest Diagnostics (DGX) position steady in Q2 2026 at 21 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Sunrise Financial Services first reported a position in DGX in Q4 2025 and has held it in 3 quarters since. 1,105 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Sunrise Financial Services held 21 shares of Quest Diagnostics worth $4.51K as of Q2 2026.
  • Sunrise Financial Services left its Quest Diagnostics share count unchanged in Q2 2026.
  • Quest Diagnostics made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #288 holding.
  • Sunrise Financial Services first reported a position in Quest Diagnostics in Q4 2025 and has held it in 3 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

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