Valley Brook Capital Group’s Quest Diagnostics DGX Stock Holding History

Valley Brook Capital Group’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	–	Sell	-1,200	Closed	-$208K	–	118
2025 Q4	$208K	Hold	1,200	–	–	0.14%	112
2025 Q3	$229K	Hold	1,200	–	–	0.15%	108
2025 Q2	$216K	Hold	1,200	–	–	0.16%	109
2025 Q1	$203K	Buy	+1,200	New	+$197K	0.16%	107
2023 Q1	–	Sell	-1,350	Closed	-$211K	–	111
2022 Q4	$211K	Buy	+1,350	New	+$194K	0.2%	99
2022 Q1	–	Sell	-1,350	Closed	-$233K	–	120
2021 Q4	$233K	Buy	+1,350	New	+$205K	0.2%	104
2021 Q2	–	Sell	-1,350	Closed	-$173K	–	177
2021 Q1	$173K	Hold	1,350	–	–	0.16%	115
2020 Q4	$160K	Buy	+1,350	New	+$165K	0.16%	117

Other funds holding DGX

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Valley Brook Capital Group's DGX Position: Q1 2026 in Review

Valley Brook Capital Group sold out of Quest Diagnostics (DGX) in Q1 2026, closing a stake of 1,200 shares — an estimated $208K sold.

Valley Brook Capital Group first reported a position in DGX in Q4 2020 and held it in 8 quarters. The position peaked at $233K in Q4 2021. 1,065 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

Valley Brook Capital Group reported no remaining Quest Diagnostics position as of Q1 2026 after selling out during the quarter.
Valley Brook Capital Group sold 1,200 Quest Diagnostics shares in Q1 2026, an estimated $208K.
Valley Brook Capital Group first reported a position in Quest Diagnostics in Q4 2020 and held it in 8 quarters.
Valley Brook Capital Group's Quest Diagnostics position peaked at $233K in Q4 2021.
1,065 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Valley Brook Capital Group's 13F filing for Q1 2026, filed 8 May 2026.