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 Q2	$381K	Sell	1,797 -75	-4%	-$14.7K	﹤0.01%	904
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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Wealthspire Advisors (New York)'s DGX Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Quest Diagnostics (DGX) stake by 4% in Q2 2026, selling an estimated $14.7K and leaving 1,797 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Wealthspire Advisors (New York) first reported a position in DGX in Q4 2018 and has held it in 14 quarters since. The position peaked at $671K in Q4 2025. 1,111 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

Wealthspire Advisors (New York) held 1,797 shares of Quest Diagnostics worth $381K as of Q2 2026.
Wealthspire Advisors (New York) sold 75 Quest Diagnostics shares in Q2 2026, an estimated $14.7K.
Quest Diagnostics made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #904 holding.
Wealthspire Advisors (New York) first reported a position in Quest Diagnostics in Q4 2018 and has held it in 14 quarters since.
Wealthspire Advisors (New York)'s Quest Diagnostics position peaked at $671K in Q4 2025.
1,111 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.