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Traphagen Investment Advisors’s Quest Diagnostics DGX Stock Holding History

Traphagen Investment Advisors’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 		$204K Buy
+963
New +$189K 0.01% 204
2022
Q1 		– Sell
-1,284
Closed -$222K – 136
2021
Q4 		$222K Buy
+1,284
New +$195K 0.04% 131

Other funds holding DGX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Traphagen Investment Advisors's DGX Position: Q2 2026 in Review

Traphagen Investment Advisors opened a new position in Quest Diagnostics (DGX) in Q2 2026: 963 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #204 among its holdings. This is a return to the name: Traphagen Investment Advisors previously reported a position in DGX as recently as Q4 2021.

Traphagen Investment Advisors first reported a position in DGX in Q4 2021 and has held it in 2 quarters since. The position peaked at $222K in Q4 2021. 287 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Traphagen Investment Advisors held 963 shares of Quest Diagnostics worth $204K as of Q2 2026.
  • Quest Diagnostics was a new Traphagen Investment Advisors position in Q2 2026.
  • Quest Diagnostics made up 0.01% of Traphagen Investment Advisors's portfolio in Q2 2026, its #204 holding.
  • Traphagen Investment Advisors first reported a position in Quest Diagnostics in Q4 2021 and has held it in 2 quarters since.
  • Traphagen Investment Advisors's Quest Diagnostics position peaked at $222K in Q4 2021.
  • 287 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.