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Wescott Financial Advisory Group’s Quest Diagnostics DGX Stock Holding History

Wescott Financial Advisory Group’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 		$244K Buy
1,149
+5
+0.4% +$981 0.02% 183
2026
Q1 		$224K Buy
+1,144
New +$222K 0.02% 180
2025
Q4 		– Sell
-1,129
Closed -$215K – 189
2025
Q3 		$215K Sell
1,129
-3
-0.3% -$532 0.02% 169
2025
Q2 		$203K Buy
+1,132
New +$197K 0.02% 168

Other funds holding DGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
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

Wescott Financial Advisory Group's DGX Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its Quest Diagnostics (DGX) stake by 0.44% in Q2 2026, buying an estimated $981 and bringing the position to 1,149 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #183.

Wescott Financial Advisory Group first reported a position in DGX in Q2 2025 and has held it in 4 quarters since. 1,105 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Wescott Financial Advisory Group held 1,149 shares of Quest Diagnostics worth $244K as of Q2 2026.
  • Wescott Financial Advisory Group bought 5 Quest Diagnostics shares in Q2 2026, an estimated $981.
  • Quest Diagnostics made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #183 holding.
  • Wescott Financial Advisory Group first reported a position in Quest Diagnostics in Q2 2025 and has held it in 4 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.