Turtle Creek Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Turtle Creek Wealth 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 Q1	$289K	Buy	1,476 +24	+2%	+$4.66K	0.02%	323
2025 Q4	$252K	Sell	1,452 -79	-5%	-$14.4K	0.02%	342
2025 Q3	$292K	Buy	1,531 +183	+14%	+$32.5K	0.03%	275
2025 Q2	$242K	Buy	+1,348	New	+$234K	0.03%	241
2024 Q1	–	Sell	-70	Closed	-$9.65K	–	355
2023 Q4	$9.65K	Buy	+70	New	+$9.2K	﹤0.01%	554

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

Turtle Creek Wealth Advisors's DGX Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Quest Diagnostics (DGX) stake by 1.7% in Q1 2026, buying an estimated $4.66K and bringing the position to 1,476 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #323.

Turtle Creek Wealth Advisors first reported a position in DGX in Q4 2023 and has held it in 5 quarters since. The position peaked at $292K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

Turtle Creek Wealth Advisors held 1,476 shares of Quest Diagnostics worth $289K as of Q1 2026.
Turtle Creek Wealth Advisors bought 24 Quest Diagnostics shares in Q1 2026, an estimated $4.66K.
Quest Diagnostics made up 0.02% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #323 holding.
Turtle Creek Wealth Advisors first reported a position in Quest Diagnostics in Q4 2023 and has held it in 5 quarters since.
Turtle Creek Wealth Advisors's Quest Diagnostics position peaked at $292K in Q3 2025.
1,063 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.