WealthShield Partners’s Quest Diagnostics DGX Stock Holding History

WealthShield Partners’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	$435K	Sell	2,221 -85	-4%	-$16.5K	0.05%	253
2025 Q4	$400K	Hold	2,306	–	–	0.04%	257
2025 Q3	$439K	Hold	2,306	–	–	0.05%	250
2025 Q2	$414K	Hold	2,306	–	–	0.05%	252
2025 Q1	$390K	Sell	2,306 -10	-0.4%	-$1.64K	0.05%	242
2024 Q4	$349K	Buy	2,316 +13	+0.6%	+$2.02K	0.05%	233
2024 Q3	$358K	Hold	2,303	–	–	0.05%	232
2024 Q2	$315K	Hold	2,303	–	–	0.05%	236
2024 Q1	$307K	Hold	2,303	–	–	0.05%	235
2023 Q4	$318K	Hold	2,303	–	–	0.05%	234
2023 Q3	$281K	Hold	2,303	–	–	0.04%	258
2023 Q2	$324K	Hold	2,303	–	–	0.05%	246
2023 Q1	$326K	Hold	2,303	–	–	0.05%	240
2022 Q4	$360K	Hold	2,303	–	–	0.07%	227
2022 Q3	$283K	Hold	2,303	–	–	0.06%	250
2022 Q2	$306K	Hold	2,303	–	–	0.06%	246
2022 Q1	$315K	Buy	+2,303	New	+$321K	0.05%	278
2021 Q3	–	Sell	-96	Closed	-$13K	–	342
2021 Q2	$13K	Hold	96	–	–	﹤0.01%	715
2021 Q1	$12K	Buy	+96	New	+$11.8K	﹤0.01%	765

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

WealthShield Partners's DGX Position: Q1 2026 in Review

WealthShield Partners reduced its Quest Diagnostics (DGX) stake by 3.7% in Q1 2026, selling an estimated $16.5K and leaving 2,221 shares worth $435K. The position accounts for 0.05% of the portfolio, ranked #253.

WealthShield Partners first reported a position in DGX in Q1 2021 and has held it in 19 quarters since. The position peaked at $439K in Q3 2025. 1,065 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

WealthShield Partners held 2,221 shares of Quest Diagnostics worth $435K as of Q1 2026.
WealthShield Partners sold 85 Quest Diagnostics shares in Q1 2026, an estimated $16.5K.
Quest Diagnostics made up 0.05% of WealthShield Partners's portfolio in Q1 2026, its #253 holding.
WealthShield Partners first reported a position in Quest Diagnostics in Q1 2021 and has held it in 19 quarters since.
WealthShield Partners's Quest Diagnostics position peaked at $439K in Q3 2025.
1,065 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.