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United Capital Financial Advisors’s Quest Diagnostics DGX Stock Holding History

United Capital Financial 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 		$887K Buy
4,185
+177
+4% +$34.7K ﹤0.01% 847
2026
Q1 		$785K Buy
4,008
+775
+24% +$151K ﹤0.01% 858
2025
Q4 		$561K Buy
3,233
+115
+4% +$20.9K ﹤0.01% 921
2025
Q3 		$594K Sell
3,118
-133
-4% -$23.6K ﹤0.01% 806
2025
Q2 		$584K Sell
3,251
-13
-0.4% -$2.26K ﹤0.01% 741
2025
Q1 		$552K Buy
3,264
+124
+4% +$20.4K ﹤0.01% 721
2024
Q4 		$474K Buy
3,140
+6
+0.2% +$933 ﹤0.01% 747
2024
Q3 		$487K Buy
3,134
+108
+4% +$16.1K ﹤0.01% 733
2024
Q2 		$414K Buy
3,026
+256
+9% +$35.1K ﹤0.01% 756
2024
Q1 		$369K Sell
2,770
-499
-15% -$64.7K ﹤0.01% 816
2023
Q4 		$451K Buy
+3,269
New +$430K ﹤0.01% 748
2023
Q1 		– Sell
-3,023
Closed -$473K – 989
2022
Q4 		$473K Buy
3,023
+650
+27% +$93.4K ﹤0.01% 770
2022
Q3 		$291K Sell
2,373
-123
-5% -$16.2K ﹤0.01% 916
2022
Q2 		$332K Buy
2,496
+127
+5% +$17.3K ﹤0.01% 910
2022
Q1 		$324K Sell
2,369
-139
-6% -$19.4K ﹤0.01% 966
2021
Q4 		$434K Sell
2,508
-47
-2% -$7.15K ﹤0.01% 903
2021
Q3 		$371K Sell
2,555
-152
-6% -$22.2K ﹤0.01% 946
2021
Q2 		$357K Sell
2,707
-7,051
-72% -$923K ﹤0.01% 971
2021
Q1 		$1.25M Buy
9,758
+36
+0.4% +$4.44K 0.01% 607
2020
Q4 		$1.16M Sell
9,722
-10
-0.1% -$1.22K 0.01% 639
2020
Q3 		$1.11M Buy
9,732
+28
+0.3% +$3.31K 0.01% 631
2020
Q2 		$1.11M Sell
9,704
-70
-0.7% -$7.42K 0.01% 636
2020
Q1 		$785K Sell
9,774
-6,265
-39% -$649K 0.01% 690
2019
Q4 		$1.71M Buy
+16,039
New +$1.67M 0.01% 632
2019
Q3 		– Sell
-21,547
Closed -$2.19M – 1356
2019
Q2 		$2.19M Buy
21,547
+108
+0.5% +$10.4K 0.01% 594
2019
Q1 		$1.93M Buy
21,439
+18,489
+627% +$1.6M 0.01% 598
2018
Q4 		$246K Sell
2,950
-113
-4% -$10.6K ﹤0.01% 1134
2018
Q3 		$331K Sell
3,063
-628
-17% -$68.9K ﹤0.01% 1072
2018
Q2 		$406K Sell
3,691
-52
-1% -$5.42K ﹤0.01% 986
2018
Q1 		$375K Buy
3,743
+133
+4% +$13.6K ﹤0.01% 1027
2017
Q4 		$356K Buy
3,610
+160
+5% +$15.2K ﹤0.01% 1057
2017
Q3 		$323K Sell
3,450
-1,027
-23% -$109K ﹤0.01% 1089
2017
Q2 		$498K Sell
4,477
-349
-7% -$36.9K ﹤0.01% 922
2017
Q1 		$474K Buy
+4,826
New +$460K ﹤0.01% 921
2015
Q2 		– Sell
-6,190
Closed -$442K – 1263
2015
Q1 		$442K Buy
6,190
+189
+3% +$13.5K 0.01% 939
2014
Q4 		$402K Buy
6,001
+390
+7% +$24.6K 0.01% 891
2014
Q3 		$340K Buy
+5,611
New +$346K 0.01% 902

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

United Capital Financial Advisors's DGX Position: Q2 2026 in Review

United Capital Financial Advisors increased its Quest Diagnostics (DGX) stake by 4.4% in Q2 2026, buying an estimated $34.7K and bringing the position to 4,185 shares worth $887K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

United Capital Financial Advisors first reported a position in DGX in Q3 2014 and has held it in 37 quarters since. The position peaked at $2.19M in Q2 2019. 1,100 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • United Capital Financial Advisors held 4,185 shares of Quest Diagnostics worth $887K as of Q2 2026.
  • United Capital Financial Advisors bought 177 Quest Diagnostics shares in Q2 2026, an estimated $34.7K.
  • Quest Diagnostics made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #847 holding.
  • United Capital Financial Advisors first reported a position in Quest Diagnostics in Q3 2014 and has held it in 37 quarters since.
  • United Capital Financial Advisors's Quest Diagnostics position peaked at $2.19M in Q2 2019.
  • 1,100 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.