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BOLTON SECURITIES CORPORATION’s Quest Diagnostics DGX Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.08M Buy
4,647
+2,615
+129% +$604K 0.04% 399
2026
Q2 		$431K Buy
2,032
+89
+5% +$17.5K 0.02% 651
2026
Q1 		$381K Buy
+1,943
New +$378K 0.02% 615
2025
Q3 		$351K Buy
+1,843
New +$327K 0.02% 603
2025
Q1 		$318K Buy
+1,878
New +$309K 0.02% 584

Other funds holding DGX

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DGX Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Quest Diagnostics (DGX) stake by 129% in Q3 2026, buying an estimated $604K and bringing the position to 4,647 shares worth $1.08M. The position accounts for 0.04% of the portfolio, ranked #399.

BOLTON SECURITIES CORPORATION first reported a position in DGX in Q1 2025 and has held it in 5 quarters since. 802 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 4,647 shares of Quest Diagnostics worth $1.08M as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 2,615 Quest Diagnostics shares in Q3 2026, an estimated $604K.
  • Quest Diagnostics made up 0.04% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #399 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Quest Diagnostics in Q1 2025 and has held it in 5 quarters since.
  • 802 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.