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SWMG LLC’s Quest Diagnostics DGX Stock Holding History

SWMG 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 		$772K Buy
3,746
+2,046
+120% +$402K 0.18% 47
2026
Q1 		$333K Sell
1,700
-30
-2% -$5.83K 0.1% 85
2025
Q4 		$330K Buy
1,730
+30
+2% +$5.46K 0.09% 87
2025
Q3 		$311K Buy
+1,700
New +$302K 0.09% 92

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

SWMG LLC's DGX Position: Q2 2026 in Review

SWMG LLC increased its Quest Diagnostics (DGX) stake by 120% in Q2 2026, buying an estimated $402K and bringing the position to 3,746 shares worth $772K. The position accounts for 0.18% of the portfolio, ranked #47.

SWMG LLC first reported a position in DGX in Q3 2025 and has held it in 4 quarters since. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • SWMG LLC held 3,746 shares of Quest Diagnostics worth $772K as of Q2 2026.
  • SWMG LLC bought 2,046 Quest Diagnostics shares in Q2 2026, an estimated $402K.
  • Quest Diagnostics made up 0.18% of SWMG LLC's portfolio in Q2 2026, its #47 holding.
  • SWMG LLC first reported a position in Quest Diagnostics in Q3 2025 and has held it in 4 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.