Westshore Wealth’s Quest Diagnostics DGX Stock Holding History

Westshore Wealth’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	$255K	Hold	1,302	–	–	0.09%	88
2025 Q4	$226K	Hold	1,302	–	–	0.07%	91
2025 Q3	$248K	Sell	1,302 -45	-3%	-$7.99K	0.08%	83
2025 Q2	$242K	Hold	1,347	–	–	0.09%	79
2025 Q1	$228K	Sell	1,347 -16	-1%	-$2.63K	0.1%	79
2024 Q4	$206K	Hold	1,363	–	–	0.08%	90
2024 Q3	$212K	Buy	+1,363	New	+$204K	0.09%	91
2023 Q3	–	Sell	-1,433	Closed	-$201K	–	95
2023 Q2	$201K	Sell	1,433 -54	-4%	-$7.44K	0.1%	108
2023 Q1	$210K	Buy	1,487 +74	+5%	+$10.6K	0.11%	101
2022 Q4	$221K	Buy	+1,413	New	+$203K	0.13%	97
2022 Q1	–	Sell	-1,335	Closed	-$231K	–	96
2021 Q4	$231K	Buy	+1,335	New	+$203K	0.16%	77
2021 Q3	–	Sell	-1,711	Closed	-$226K	–	93
2021 Q2	$226K	Buy	1,711 +16	+0.9%	+$2.1K	0.12%	128
2021 Q1	$218K	Buy	+1,695	New	+$209K	0.12%	127

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

Westshore Wealth's DGX Position: Q1 2026 in Review

Westshore Wealth held its Quest Diagnostics (DGX) position steady in Q1 2026 at 1,302 shares worth $255K. The position accounts for 0.09% of the portfolio, ranked #88.

Westshore Wealth first reported a position in DGX in Q1 2021 and has held it in 13 quarters since. 1,065 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

Westshore Wealth held 1,302 shares of Quest Diagnostics worth $255K as of Q1 2026.
Westshore Wealth left its Quest Diagnostics share count unchanged in Q1 2026.
Quest Diagnostics made up 0.09% of Westshore Wealth's portfolio in Q1 2026, its #88 holding.
Westshore Wealth first reported a position in Quest Diagnostics in Q1 2021 and has held it in 13 quarters since.
1,065 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.