Valued Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Valued 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	$2.33K	Hold	11	–	–	﹤0.01%	640
2026 Q1	$2.16K	Sell	11 -3	-21%	-$583	﹤0.01%	557
2025 Q4	$2.43K	Hold	14	–	–	﹤0.01%	384
2025 Q3	$2.67K	Hold	14	–	–	﹤0.01%	362
2025 Q2	$2.52K	Hold	14	–	–	﹤0.01%	360
2025 Q1	$2.37K	Hold	14	–	–	﹤0.01%	393
2024 Q4	$2.11K	Hold	14	–	–	﹤0.01%	401
2024 Q3	$2.17K	Buy	14 +3	+27%	+$448	﹤0.01%	359
2024 Q2	$1.51K	Hold	11	–	–	﹤0.01%	399
2024 Q1	$1.47K	Hold	11	–	–	﹤0.01%	397
2023 Q4	$1.34K	Buy	+11	New	+$1.45K	﹤0.01%	351

Other funds holding DGX

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Valued Wealth Advisors's DGX Position: Q2 2026 in Review

Valued Wealth Advisors held its Quest Diagnostics (DGX) position steady in Q2 2026 at 11 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Valued Wealth Advisors first reported a position in DGX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.67K in Q3 2025. 287 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Valued Wealth Advisors held 11 shares of Quest Diagnostics worth $2.33K as of Q2 2026.
Valued Wealth Advisors left its Quest Diagnostics share count unchanged in Q2 2026.
Quest Diagnostics made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #640 holding.
Valued Wealth Advisors first reported a position in Quest Diagnostics in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Quest Diagnostics position peaked at $2.67K in Q3 2025.
287 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.