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 Q3	$2.24M	Sell	9,594 -76	-0.8%	-$17.6K	0.54%	45
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

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

TriaGen Wealth Management's DGX Position: Q3 2026 in Review

TriaGen Wealth Management reduced its Quest Diagnostics (DGX) stake by 0.79% in Q3 2026, selling an estimated $17.6K and leaving 9,594 shares worth $2.24M. The position accounts for 0.54% of the portfolio, ranked #45.

TriaGen Wealth Management first reported a position in DGX in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.23M in Q2 2022. 97 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

TriaGen Wealth Management held 9,594 shares of Quest Diagnostics worth $2.24M as of Q3 2026.
TriaGen Wealth Management sold 76 Quest Diagnostics shares in Q3 2026, an estimated $17.6K.
Quest Diagnostics made up 0.54% of TriaGen Wealth Management's portfolio in Q3 2026, its #45 holding.
TriaGen Wealth Management first reported a position in Quest Diagnostics in Q2 2022 and has held it in 18 quarters since.
TriaGen Wealth Management's Quest Diagnostics position peaked at $3.23M in Q2 2022.
97 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on TriaGen Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.