Winnow Wealth’s Quest Diagnostics DGX Stock Holding History

Winnow 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	–	Sell	-944	Closed	-$164K	–	235
2025 Q4	$164K	Sell	944 -5,385	-85%	-$981K	0.12%	113
2025 Q3	$1.21M	Buy	+6,329	New	+$1.12M	0.95%	18
2025 Q2	–	Sell	-6,141	Closed	-$1.04M	–	292
2025 Q1	$1.04M	Sell	6,141 -176	-3%	-$28.9K	0.96%	23
2024 Q4	$919K	Buy	+6,317	New	+$983K	0.91%	24

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

Winnow Wealth's DGX Position: Q1 2026 in Review

Winnow Wealth sold out of Quest Diagnostics (DGX) in Q1 2026, closing a stake of 944 shares — an estimated $164K sold.

Winnow Wealth first reported a position in DGX in Q4 2024 and held it in 4 quarters. The position peaked at $1.21M in Q3 2025. 1,063 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

Winnow Wealth reported no remaining Quest Diagnostics position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 944 Quest Diagnostics shares in Q1 2026, an estimated $164K.
Winnow Wealth first reported a position in Quest Diagnostics in Q4 2024 and held it in 4 quarters.
Winnow Wealth's Quest Diagnostics position peaked at $1.21M in Q3 2025.
1,063 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.