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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
Q2 		– Sell
-134
Closed -$26.3K – 731
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
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

Twin Peaks Wealth Advisors's DGX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Quest Diagnostics (DGX) in Q2 2026, closing a stake of 134 shares — an estimated $26.3K sold.

Twin Peaks Wealth Advisors first reported a position in DGX in Q2 2025 and held it in 2 quarters. The position peaked at $26.3K in Q1 2026. 1,110 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Quest Diagnostics position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 134 Quest Diagnostics shares in Q2 2026, an estimated $26.3K.
  • Twin Peaks Wealth Advisors first reported a position in Quest Diagnostics in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Quest Diagnostics position peaked at $26.3K in Q1 2026.
  • 1,110 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.