TPWA
DGX icon

Twin Peaks Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Twin Peaks 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 		$26.3K Buy
+134
New +$26K 0.01% 618
2025
Q3 		– Sell
-117
Closed -$20.9K – 655
2025
Q2 		$20.9K Buy
+117
New +$20.3K 0.01% 591

Other funds holding DGX

BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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

Twin Peaks Wealth Advisors's DGX Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Quest Diagnostics (DGX) in Q1 2026: 134 shares worth $26.3K. The stake represents 0.01% of the portfolio and ranks #618 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in DGX as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in DGX in Q2 2025 and has held it in 2 quarters since. 1,064 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Twin Peaks Wealth Advisors held 134 shares of Quest Diagnostics worth $26.3K as of Q1 2026.
  • Quest Diagnostics was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Quest Diagnostics made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #618 holding.
  • Twin Peaks Wealth Advisors first reported a position in Quest Diagnostics in Q2 2025 and has held it in 2 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.