Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Quest Diagnostics DGX Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.15M Buy
16,842
+2,663
+19% +$523K 0.01% 1287
2026
Q1 		$2.51M Sell
14,179
-3,060
-18% -$595K 0.01% 1268
2025
Q4 		$3.12M Buy
17,239
+2,152
+14% +$392K ﹤0.01% 1262
2025
Q3 		$2.74M Buy
15,087
+1,508
+11% +$268K ﹤0.01% 1267
2025
Q2 		$2.4M Sell
13,579
-17,246
-56% -$3M ﹤0.01% 1263
2025
Q1 		$5.22M Buy
30,825
+3,210
+12% +$527K 0.01% 821
2024
Q4 		$4.17M Buy
27,615
+16,958
+159% +$2.64M 0.01% 867
2024
Q3 		$1.65M Buy
10,657
+1,346
+14% +$201K ﹤0.01% 1148
2024
Q2 		$1.27M Sell
9,311
-246
-3% -$33.7K ﹤0.01% 1166
2024
Q1 		$1.27M Sell
9,557
-8,267
-46% -$1.07M ﹤0.01% 1128
2023
Q4 		$2.46M Buy
17,824
+8,820
+98% +$1.16M 0.01% 839
2023
Q3 		$1.1M Buy
+9,004
New +$1.2M ﹤0.01% 1057
2023
Q1 		– Sell
-3,526
Closed -$514K – 530
2022
Q4 		$514K Buy
+3,526
New +$507K 0.01% 272

Other funds holding DGX

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
EB
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
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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wealth Enhancement Advisory Services's DGX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Quest Diagnostics (DGX) stake by 19% in Q2 2026, buying an estimated $523K and bringing the position to 16,842 shares worth $3.15M. The position accounts for 0.01% of the portfolio, ranked #1287.

Wealth Enhancement Advisory Services first reported a position in DGX in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.22M in Q1 2025. 264 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 16,842 shares of Quest Diagnostics worth $3.15M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,663 Quest Diagnostics shares in Q2 2026, an estimated $523K.
  • Quest Diagnostics made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1287 holding.
  • Wealth Enhancement Advisory Services first reported a position in Quest Diagnostics in Q4 2022 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Quest Diagnostics position peaked at $5.22M in Q1 2025.
  • 264 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.