James T. Borello RIA
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James T. Borello RIA’s Quest Diagnostics DGX Stock Holding History

James T. Borello RIA’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
Q3 		$4.2K Sell
18
-1
-5% -$231 ﹤0.01% 823
2026
Q2 		$4.03K Buy
19
+8
+73% +$1.57K ﹤0.01% 836
2026
Q1 		$2.16K Sell
11
-5
-31% -$971 ﹤0.01% 915
2025
Q4 		$2.78K Sell
16
-5
-24% -$910 ﹤0.01% 712
2025
Q3 		$4K Buy
+21
New +$3.73K ﹤0.01% 524

Other funds holding DGX

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

James T. Borello RIA's DGX Position: Q3 2026 in Review

James T. Borello RIA reduced its Quest Diagnostics (DGX) stake by 5.3% in Q3 2026, selling an estimated $231 and leaving 18 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

James T. Borello RIA first reported a position in DGX in Q3 2025 and has held it in 5 quarters since. 270 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

  • James T. Borello RIA held 18 shares of Quest Diagnostics worth $4.2K as of Q3 2026.
  • James T. Borello RIA sold 1 Quest Diagnostics share in Q3 2026, an estimated $231.
  • Quest Diagnostics made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #823 holding.
  • James T. Borello RIA first reported a position in Quest Diagnostics in Q3 2025 and has held it in 5 quarters since.
  • 270 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.