Martin Capital Partners, LLC DGX — QUEST DIAGNOSTICS INC

Ownership history in Martin Capital Partners, LLC  ·  30 quarters on record

AI Ownership Summary

Martin Capital Partners, LLC reported QUEST DIAGNOSTICS INC (DGX) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.36% in 2025 Q3. The latest visible filing shows DGX at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DGX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Martin Capital Partners, LLC's position in QUEST DIAGNOSTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DGX was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DGX stock page Martin Capital Partners, LLC fund profile Martin Capital Partners, LLC full holdings
How Martin Capital Partners, LLC held DGX — position size vs. price
% of Fund (quarterly)    DGX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 4,922 +8 +0.2% 0.36% $965 2026-04-07 $196.81
2025 Q4 REDUCED — — — 4,914 -10 -0.2% 0.32% $853K 2026-01-06 $178.86
2025 Q3 REDUCED — — — 4,924 -183 -3.6% 0.36% $938K 2025-10-06 $176.85
2025 Q2 ADDED — — — 5,107 +3,371 +194.2% 0.36% $917K 2025-07-08 $170.21
2025 Q1 ADDED — — — 1,736 +28 +1.6% 0.35% $294K 2025-04-15 $164.27
2024 Q4 REDUCED 60.3% +12.7% ❌ 1,708 -2,598 -60.3% 0.31% $258K 2025-01-27 $156.37
2024 Q3 REDUCED 28.5% -2.3% ✅ 4,306 -1,716 -28.5% 0.33% $669K 2024-10-15 $145.28
2024 Q2 REDUCED — — — 6,022 -196 -3.2% 0.33% $824K 2024-07-15 $139.96
2024 Q1 REDUCED — — — 6,218 -47 -0.8% 0.32% $828K 2024-04-05 $125.77
2023 Q4 REDUCED — — — 6,265 -26 -0.4% 0.35% $864K 2024-01-08 $134.84
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DGX

As of 2026 Q1 — sorted by position size

IVY LANE CAPITAL MANAGEMENT, LLC 3Y 8.59% M.D. Sass, LLC 3Y 7Y 4.45% EdgePoint Investment Group Inc. 3Y 7Y 3.53% Longboard Asset Management, LP 3.51% Paradiem, LLC 3Y 3.09% SGL Investment Advisors, Inc. 2.01% DELTA CAPITAL MANAGEMENT LLC 3Y 7Y 1.92% Soviero Asset Management, LP 3Y 1.76% FIDUCIARY MANAGEMENT INC /WI/ 3Y 7Y 1.75% CRAWFORD INVESTMENT COUNSEL INC 3Y 7Y 1.63%

FAQ About Martin Capital Partners, LLC and DGX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Martin Capital Partners, LLC reported owning DGX?

Martin Capital Partners, LLC reported DGX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DGX position in Martin Capital Partners, LLC's portfolio?

The largest reported portfolio weight for DGX was 0.36% in 2025 Q3.

What is the latest reported DGX position on this page?

The most recent filing on this page is 2026 Q1, when Martin Capital Partners, LLC reported 4,922 shares, equal to 0.36% of portfolio, with an estimated market value of $965.

What does the chart on this DGX ownership page compare?

The chart compares Martin Capital Partners, LLC's quarterly DGX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Martin Capital Partners, LLC time their DGX position?

Based on 13F filing dates vs. subsequent DGX price moves, Martin Capital Partners, LLC correctly timed 12 out of 29 reported position changes (41%). The annualised alpha on DGX relative to SPY over the holding period was -1.7%.

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