True Wealth Design’s Quest Diagnostics DGX Stock Holding History

True Wealth Design’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	$25.9K	Hold	122	–	–	0.01%	724
2026 Q1	$23.9K	Sell	122 -26	-18%	-$5.05K	0.01%	648
2025 Q4	$25.7K	Sell	148 -7	-5%	-$1.27K	0.01%	522
2025 Q3	$29.5K	Buy	155 +122	+370%	+$21.6K	0.01%	465
2025 Q2	$5.93K	Buy	33 +2	+6%	+$347	﹤0.01%	744
2025 Q1	$5.25K	Sell	31 -76	-71%	-$12.5K	﹤0.01%	671
2024 Q4	$16.1K	Sell	107 -24	-18%	-$3.73K	0.01%	347
2024 Q3	$20.3K	Buy	131 +124	+1,771%	+$18.5K	0.01%	323
2024 Q2	$959	Buy	7 +2	+40%	+$274	﹤0.01%	514
2024 Q1	$666	Buy	5 +2	+67%	+$259	﹤0.01%	563
2023 Q4	$414	Hold	3	–	–	﹤0.01%	518
2023 Q3	$366	Sell	3 -5,332	-100%	-$710K	﹤0.01%	507
2023 Q2	$750K	Sell	5,335 -60	-1%	-$8.27K	0.27%	78
2023 Q1	$763K	Buy	5,395 +66	+1%	+$9.44K	0.32%	77
2022 Q4	$834K	Buy	+5,329	New	+$766K	0.39%	37

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

True Wealth Design's DGX Position: Q2 2026 in Review

True Wealth Design held its Quest Diagnostics (DGX) position steady in Q2 2026 at 122 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #724.

True Wealth Design first reported a position in DGX in Q4 2022 and has held it in 15 quarters since. The position peaked at $834K in Q4 2022. 1,105 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

True Wealth Design held 122 shares of Quest Diagnostics worth $25.9K as of Q2 2026.
True Wealth Design left its Quest Diagnostics share count unchanged in Q2 2026.
Quest Diagnostics made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #724 holding.
True Wealth Design first reported a position in Quest Diagnostics in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Quest Diagnostics position peaked at $834K in Q4 2022.
1,105 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.