TriaGen Wealth Management’s Quest Diagnostics DGX Stock Holding History

TriaGen Wealth 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 Q2	$2.05M	Sell	9,670 -127	-1%	-$24.9K	0.51%	53
2026 Q1	$1.92M	Sell	9,797 -146	-1%	-$28.4K	0.52%	45
2025 Q4	$1.73M	Sell	9,943 -64	-0.6%	-$11.7K	0.45%	55
2025 Q3	$1.91M	Sell	10,007 -112	-1%	-$19.9K	0.5%	64
2025 Q2	$1.82M	Sell	10,119 -484	-5%	-$84.1K	0.55%	57
2025 Q1	$1.79M	Sell	10,603 -91	-0.9%	-$14.9K	0.63%	49
2024 Q4	$1.61M	Sell	10,694 -7	-0.1%	-$1.09K	0.54%	51
2024 Q3	$1.66M	Sell	10,701 -18	-0.2%	-$2.69K	0.56%	50
2024 Q2	$1.47M	Sell	10,719 -16	-0.1%	-$2.19K	0.57%	51
2024 Q1	$1.43M	Sell	10,735 -19	-0.2%	-$2.46K	0.59%	52
2023 Q4	$1.48M	Sell	10,754 -505	-4%	-$66.4K	0.71%	45
2023 Q3	$1.37M	Sell	11,259 -104	-0.9%	-$13.9K	0.7%	46
2023 Q2	$1.6M	Hold	11,363	–	–	0.73%	48
2023 Q1	$1.61M	Sell	11,363 -427	-4%	-$61.1K	0.81%	41
2022 Q4	$1.84M	Sell	11,790 -11,697	-50%	-$1.68M	1.02%	23
2022 Q3	$2.88M	Sell	23,487 -772	-3%	-$102K	1.59%	19
2022 Q2	$3.23M	Buy	+24,259	New	+$3.31M	2.29%	11

Other funds holding DGX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

TriaGen Wealth Management's DGX Position: Q2 2026 in Review

TriaGen Wealth Management reduced its Quest Diagnostics (DGX) stake by 1.3% in Q2 2026, selling an estimated $24.9K and leaving 9,670 shares worth $2.05M. The position accounts for 0.51% of the portfolio, ranked #53.

TriaGen Wealth Management first reported a position in DGX in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.23M in Q2 2022. 1,105 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

TriaGen Wealth Management held 9,670 shares of Quest Diagnostics worth $2.05M as of Q2 2026.
TriaGen Wealth Management sold 127 Quest Diagnostics shares in Q2 2026, an estimated $24.9K.
Quest Diagnostics made up 0.51% of TriaGen Wealth Management's portfolio in Q2 2026, its #53 holding.
TriaGen Wealth Management first reported a position in Quest Diagnostics in Q2 2022 and has held it in 17 quarters since.
TriaGen Wealth Management's Quest Diagnostics position peaked at $3.23M in Q2 2022.
1,105 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.