WA
DGX icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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

Waverly Advisors's DGX Position: Q1 2026 in Review

Waverly Advisors increased its Quest Diagnostics (DGX) stake by 8.2% in Q1 2026, buying an estimated $75.2K and bringing the position to 5,114 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #833.

Waverly Advisors first reported a position in DGX in Q1 2014 and has held it in 14 quarters since. 1,064 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Waverly Advisors held 5,114 shares of Quest Diagnostics worth $1M as of Q1 2026.
  • Waverly Advisors bought 387 Quest Diagnostics shares in Q1 2026, an estimated $75.2K.
  • Quest Diagnostics made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #833 holding.
  • Waverly Advisors first reported a position in Quest Diagnostics in Q1 2014 and has held it in 14 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.