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Waverly Advisors’s Quest Diagnostics DGX Stock Holding History

Waverly 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 		$747K Sell
3,524
-1,590
-31% -$312K ﹤0.01% 994
2026
Q1 		$1M Buy
5,114
+387
+8% +$75.2K 0.01% 833
2025
Q4 		$820K Buy
4,727
+712
+18% +$130K 0.01% 824
2025
Q3 		$765K Sell
4,015
-50
-1% -$8.87K 0.01% 709
2025
Q2 		$730K Buy
4,065
+170
+4% +$29.5K 0.01% 694
2025
Q1 		$659K Sell
3,895
-867
-18% -$142K 0.01% 706
2024
Q4 		$718K Sell
4,762
-41
-0.9% -$6.38K 0.01% 589
2024
Q3 		$746K Sell
4,803
-650
-12% -$97.1K 0.01% 500
2024
Q2 		$746K Buy
5,453
+1,964
+56% +$269K 0.01% 487
2024
Q1 		$464K Buy
3,489
+1,530
+78% +$199K 0.01% 493
2023
Q4 		$270K Sell
1,959
-3
-0.2% -$394 0.01% 374
2023
Q3 		$239K Buy
+1,962
New +$261K 0.01% 364
2014
Q4 		– Sell
-88
Closed -$5K – 486
2014
Q3 		$5K Hold
88
– – ﹤0.01% 618
2014
Q2 		$5K Buy
88
+15
+21% +$878 ﹤0.01% 575
2014
Q1 		$4K Buy
+73
New +$3.91K ﹤0.01% 584

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 $3.38T AUM 44.17% 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

Waverly Advisors's DGX Position: Q2 2026 in Review

Waverly Advisors reduced its Quest Diagnostics (DGX) stake by 31% in Q2 2026, selling an estimated $312K and leaving 3,524 shares worth $747K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

Waverly Advisors first reported a position in DGX in Q1 2014 and has held it in 15 quarters since. The position peaked at $1M in Q1 2026. 1,111 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Waverly Advisors held 3,524 shares of Quest Diagnostics worth $747K as of Q2 2026.
  • Waverly Advisors sold 1,590 Quest Diagnostics shares in Q2 2026, an estimated $312K.
  • Quest Diagnostics made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #994 holding.
  • Waverly Advisors first reported a position in Quest Diagnostics in Q1 2014 and has held it in 15 quarters since.
  • Waverly Advisors's Quest Diagnostics position peaked at $1M in Q1 2026.
  • 1,111 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.