TFC Financial Management’s Quest Diagnostics DGX Stock Holding History

TFC Financial Management’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 Q1	$5.68K	Hold	29	–	–	﹤0.01%	443
2025 Q4	$5.03K	Hold	29	–	–	﹤0.01%	448
2025 Q3	$5.53K	Sell	29 -3	-9%	-$532	﹤0.01%	444
2025 Q2	$5.75K	Buy	32 +3	+10%	+$521	﹤0.01%	410
2025 Q1	$4.91K	Hold	29	–	–	﹤0.01%	407
2024 Q4	$4.38K	Hold	29	–	–	﹤0.01%	428
2024 Q3	$4.5K	Hold	29	–	–	﹤0.01%	429
2024 Q2	$3.97K	Buy	29 +4	+16%	+$548	﹤0.01%	410
2024 Q1	$3.33K	Sell	25 -3	-11%	-$389	﹤0.01%	418
2023 Q4	$3.86K	Sell	28 -2	-7%	-$263	﹤0.01%	401
2023 Q3	$3.66K	Buy	30 +5	+20%	+$666	﹤0.01%	410
2023 Q2	$3.51K	Sell	25 -2	-7%	-$276	﹤0.01%	393
2023 Q1	$3.82K	Buy	27 +2	+8%	+$286	﹤0.01%	413
2022 Q4	$3.91K	Hold	25	–	–	﹤0.01%	349
2022 Q3	$3K	Hold	25	–	–	﹤0.01%	370
2022 Q2	$3K	Hold	25	–	–	﹤0.01%	363
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	373
2021 Q4	$4K	Hold	25	–	–	﹤0.01%	405
2021 Q3	$4K	Hold	25	–	–	﹤0.01%	397
2021 Q2	$3K	Hold	25	–	–	﹤0.01%	397
2021 Q1	$3K	Hold	25	–	–	﹤0.01%	392
2020 Q4	$3K	Hold	25	–	–	﹤0.01%	389
2020 Q3	$3K	Buy	+25	New	+$2.95K	﹤0.01%	367

Other funds holding DGX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

TFC Financial Management's DGX Position: Q1 2026 in Review

TFC Financial Management held its Quest Diagnostics (DGX) position steady in Q1 2026 at 29 shares worth $5.68K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

TFC Financial Management first reported a position in DGX in Q3 2020 and has held it in 23 quarters since. The position peaked at $5.75K in Q2 2025. 1,063 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

TFC Financial Management held 29 shares of Quest Diagnostics worth $5.68K as of Q1 2026.
TFC Financial Management left its Quest Diagnostics share count unchanged in Q1 2026.
Quest Diagnostics made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #443 holding.
TFC Financial Management first reported a position in Quest Diagnostics in Q3 2020 and has held it in 23 quarters since.
TFC Financial Management's Quest Diagnostics position peaked at $5.75K in Q2 2025.
1,063 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.