WBH Advisory’s Quest Diagnostics DGX Stock Holding History

WBH Advisory’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	$277K	Hold	1,400	–	–	0.02%	311
2025 Q4	$243K	Hold	1,400	–	–	0.02%	319
2025 Q3	$267K	Hold	1,400	–	–	0.02%	304
2025 Q2	$251K	Hold	1,400	–	–	0.02%	305
2025 Q1	$237K	Hold	1,400	–	–	0.02%	300
2024 Q4	$211K	Hold	1,400	–	–	0.02%	308
2024 Q3	$217K	Buy	+1,400	New	+$209K	0.02%	311
2023 Q3	–	Sell	-1,600	Closed	-$225K	–	292
2023 Q2	$225K	Hold	1,600	–	–	0.03%	281
2023 Q1	$226K	Buy	+1,600	New	+$229K	0.03%	288
2022 Q3	–	Sell	-1,600	Closed	-$218K	–	292
2022 Q2	$218K	Hold	1,600	–	–	0.03%	288
2022 Q1	$217K	Hold	1,600	–	–	0.03%	296
2021 Q4	$277K	Buy	1,600 +200	+14%	+$30.4K	0.03%	276
2021 Q3	$203K	Buy	+1,400	New	+$205K	0.03%	285
2017 Q3	–	Sell	-1,800	Closed	-$200K	–	225
2017 Q2	$200K	Buy	+1,800	New	+$190K	0.06%	223
2014 Q3	–	Sell	-3,950	Closed	-$231K	–	213
2014 Q2	$231K	Sell	3,950 -300	-7%	-$17.6K	0.09%	191
2014 Q1	$246K	Sell	4,250 -900	-17%	-$48.2K	0.1%	180
2013 Q4	$275K	Sell	5,150 -1,150	-18%	-$68.2K	0.11%	168
2013 Q3	$389K	Sell	6,300 -50	-0.8%	-$2.99K	0.17%	132
2013 Q2	$385K	Buy	+6,350	New	+$378K	0.18%	131

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 $95.5B AUM 28.4% 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

WBH Advisory's DGX Position: Q1 2026 in Review

WBH Advisory held its Quest Diagnostics (DGX) position steady in Q1 2026 at 1,400 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #311.

WBH Advisory first reported a position in DGX in Q2 2013 and has held it in 19 quarters since. The position peaked at $389K in Q3 2013. 1,064 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

WBH Advisory held 1,400 shares of Quest Diagnostics worth $277K as of Q1 2026.
WBH Advisory left its Quest Diagnostics share count unchanged in Q1 2026.
Quest Diagnostics made up 0.02% of WBH Advisory's portfolio in Q1 2026, its #311 holding.
WBH Advisory first reported a position in Quest Diagnostics in Q2 2013 and has held it in 19 quarters since.
WBH Advisory's Quest Diagnostics position peaked at $389K in Q3 2013.
1,064 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.