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Unified Investment Management’s Quest Diagnostics DGX Stock Holding History

Unified Investment 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
Q2 		$579K Sell
2,733
-50
-2% -$9.81K 0.53% 69
2026
Q1 		$545K Sell
2,783
-269
-9% -$52.3K 0.56% 65
2025
Q4 		$530K Sell
3,052
-12
-0.4% -$2.19K 0.53% 68
2025
Q3 		$584K Sell
3,064
-101
-3% -$17.9K 0.58% 61
2025
Q2 		$569K Buy
3,165
+52
+2% +$9.03K 0.61% 63
2025
Q1 		$527K Sell
3,113
-557
-15% -$91.5K 0.62% 60
2024
Q4 		$554K Buy
+3,670
New +$571K 0.63% 57

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

Unified Investment Management's DGX Position: Q2 2026 in Review

Unified Investment Management reduced its Quest Diagnostics (DGX) stake by 1.8% in Q2 2026, selling an estimated $9.81K and leaving 2,733 shares worth $579K. The position accounts for 0.53% of the portfolio, ranked #69.

Unified Investment Management first reported a position in DGX in Q4 2024 and has held it in 7 quarters since. The position peaked at $584K in Q3 2025. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Unified Investment Management held 2,733 shares of Quest Diagnostics worth $579K as of Q2 2026.
  • Unified Investment Management sold 50 Quest Diagnostics shares in Q2 2026, an estimated $9.81K.
  • Quest Diagnostics made up 0.53% of Unified Investment Management's portfolio in Q2 2026, its #69 holding.
  • Unified Investment Management first reported a position in Quest Diagnostics in Q4 2024 and has held it in 7 quarters since.
  • Unified Investment Management's Quest Diagnostics position peaked at $584K in Q3 2025.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.