USA Financial Formulas’s Quest Diagnostics DGX Stock Holding History

USA Financial Formulas’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	-4	Closed	-$784	–	445
2026 Q1	$784	Hold	4	–	–	﹤0.01%	354
2025 Q4	$694	Buy	+4	New	+$728	﹤0.01%	337
2025 Q3	–	Sell	-3,855	Closed	-$692K	–	275
2025 Q2	$692K	Buy	+3,855	New	+$670K	0.12%	77
2023 Q4	–	Sell	-6	Closed	-$731	–	392
2023 Q3	$731	Hold	6	–	–	﹤0.01%	416
2023 Q2	$843	Hold	6	–	–	﹤0.01%	385
2023 Q1	$849	Buy	+6	New	+$858	﹤0.01%	307
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	223
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	251
2022 Q1	$1K	Sell	6 -8,407	-100%	-$1.17M	﹤0.01%	283
2021 Q4	$1.46M	Buy	+8,413	New	+$1.28M	1.25%	32
2021 Q1	–	Sell	-8	Closed	-$1K	–	356
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	265
2020 Q3	$1K	Sell	8 -15,111	-100%	-$1.79M	﹤0.01%	249
2020 Q2	$1.72M	Buy	15,119 +2,492	+20%	+$264K	1.28%	39
2020 Q1	$1.01M	Sell	12,627 -4,283	-25%	-$443K	0.65%	58
2019 Q4	$1.81M	Buy	+16,910	New	+$1.76M	0.75%	62
2017 Q4	–	Sell	-27,174	Closed	-$2.54M	–	278
2017 Q3	$2.54M	Buy	+27,174	New	+$2.88M	0.61%	80

Other funds holding DGX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

USA Financial Formulas's DGX Position: Q2 2026 in Review

USA Financial Formulas sold out of Quest Diagnostics (DGX) in Q2 2026, closing a stake of 4 shares — an estimated $784 sold.

USA Financial Formulas first reported a position in DGX in Q3 2017 and held it in 16 quarters. The position peaked at $2.54M in Q3 2017. 1,099 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

USA Financial Formulas reported no remaining Quest Diagnostics position as of Q2 2026 after selling out during the quarter.
USA Financial Formulas sold 4 Quest Diagnostics shares in Q2 2026, an estimated $784.
USA Financial Formulas first reported a position in Quest Diagnostics in Q3 2017 and held it in 16 quarters.
USA Financial Formulas's Quest Diagnostics position peaked at $2.54M in Q3 2017.
1,099 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.