Wealthspire Advisors (New York)’s Quest Diagnostics DGX Stock Holding History

Wealthspire Advisors (New York)’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	$367K	Sell	1,872 -1,993	-52%	-$387K	﹤0.01%	669
2025 Q4	$671K	Buy	3,865 +905	+31%	+$165K	0.01%	526
2025 Q3	$564K	Sell	2,960 -170	-5%	-$30.2K	﹤0.01%	507
2025 Q2	$562K	Sell	3,130 -252	-7%	-$43.8K	﹤0.01%	507
2025 Q1	$572K	Sell	3,382 -311	-8%	-$51.1K	﹤0.01%	486
2024 Q4	$557K	Buy	3,693 +240	+7%	+$37.3K	0.01%	490
2024 Q3	$536K	Buy	3,453 +6	+0.2%	+$896	0.01%	484
2024 Q2	$472K	Sell	3,447 -489	-12%	-$67K	0.01%	447
2024 Q1	$524K	Sell	3,936 -140	-3%	-$18.2K	0.01%	418
2023 Q4	$562K	Buy	4,076 +4	+0.1%	+$526	0.01%	402
2023 Q3	$496K	Buy	+4,072	New	+$543K	0.01%	395
2021 Q2	–	Sell	-2,284	Closed	-$293K	–	449
2021 Q1	$293K	Buy	+2,284	New	+$281K	0.01%	559
2019 Q1	–	Sell	-68	Closed	-$6K	–	233
2018 Q4	$6K	Buy	+68	New	+$6.38K	﹤0.01%	606

Other funds holding DGX

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Wealthspire Advisors (New York)'s DGX Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Quest Diagnostics (DGX) stake by 52% in Q1 2026, selling an estimated $387K and leaving 1,872 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Wealthspire Advisors (New York) first reported a position in DGX in Q4 2018 and has held it in 13 quarters since. The position peaked at $671K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

Wealthspire Advisors (New York) held 1,872 shares of Quest Diagnostics worth $367K as of Q1 2026.
Wealthspire Advisors (New York) sold 1,993 Quest Diagnostics shares in Q1 2026, an estimated $387K.
Quest Diagnostics made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #669 holding.
Wealthspire Advisors (New York) first reported a position in Quest Diagnostics in Q4 2018 and has held it in 13 quarters since.
Wealthspire Advisors (New York)'s Quest Diagnostics position peaked at $671K in Q4 2025.
1,066 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.