Wealth Preservation Advisors’s Quest Diagnostics DGX Stock Holding History

Wealth Preservation 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	–	Sell	-17	Closed	-$2.95K	–	1065
2025 Q4	$2.95K	Hold	17	–	–	﹤0.01%	465
2025 Q3	$3.24K	Buy	17 +1	+6%	+$177	﹤0.01%	429
2025 Q2	$2.87K	Buy	16 +6	+60%	+$1.04K	﹤0.01%	438
2025 Q1	$1.69K	Buy	+10	New	+$1.64K	﹤0.01%	489

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

Wealth Preservation Advisors's DGX Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Quest Diagnostics (DGX) in Q1 2026, closing a stake of 17 shares — an estimated $2.95K sold.

Wealth Preservation Advisors first reported a position in DGX in Q1 2025 and held it in 4 quarters. The position peaked at $3.24K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

Wealth Preservation Advisors reported no remaining Quest Diagnostics position as of Q1 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 17 Quest Diagnostics shares in Q1 2026, an estimated $2.95K.
Wealth Preservation Advisors first reported a position in Quest Diagnostics in Q1 2025 and held it in 4 quarters.
Wealth Preservation Advisors's Quest Diagnostics position peaked at $3.24K in Q3 2025.
1,063 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

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