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Wiser Advisor Group’s Quest Diagnostics DGX Stock Holding History

Wiser Advisor 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 		$72.3K Buy
341
+1
+0.3% +$196 0.08% 76
2026
Q1 		$66.6K Buy
340
+2
+0.6% +$389 0.08% 79
2025
Q4 		$58.7K Buy
338
+1
+0.3% +$182 0.07% 86
2025
Q3 		$64.2K Buy
+337
New +$59.8K 0.08% 78
2025
Q2 		– Sell
-333
Closed -$56.4K – 96
2025
Q1 		$56.4K Buy
333
+1
+0.3% +$164 0.08% 87
2024
Q4 		$50.1K Buy
332
+2
+0.6% +$311 0.07% 97
2024
Q3 		$51.3K Buy
330
+1
+0.3% +$149 0.08% 95
2024
Q2 		$45K Buy
329
+3
+0.9% +$411 0.07% 100
2024
Q1 		$43.5K Buy
326
+1
+0.3% +$130 0.07% 101
2023
Q4 		$44.8K Buy
+325
New +$42.7K 0.07% 100

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

Wiser Advisor Group's DGX Position: Q2 2026 in Review

Wiser Advisor Group increased its Quest Diagnostics (DGX) stake by 0.29% in Q2 2026, buying an estimated $196 and bringing the position to 341 shares worth $72.3K. The position accounts for 0.08% of the portfolio, ranked #76.

Wiser Advisor Group first reported a position in DGX in Q4 2023 and has held it in 10 quarters since. 1,106 funds tracked by Wall St. Rank hold DGX as of Q2 2026.

  • Wiser Advisor Group held 341 shares of Quest Diagnostics worth $72.3K as of Q2 2026.
  • Wiser Advisor Group bought 1 Quest Diagnostics share in Q2 2026, an estimated $196.
  • Quest Diagnostics made up 0.08% of Wiser Advisor Group's portfolio in Q2 2026, its #76 holding.
  • Wiser Advisor Group first reported a position in Quest Diagnostics in Q4 2023 and has held it in 10 quarters since.
  • 1,106 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.