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Alvarez & Marsal Private Wealth Partners’s Quest Diagnostics DGX Stock Holding History

Alvarez & Marsal Private Wealth Partners’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
-38
Closed -$6.59K – 184
2025
Q4 		$6.59K Buy
+38
New +$6.92K ﹤0.01% 109

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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
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

Alvarez & Marsal Private Wealth Partners's DGX Position: Q1 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Quest Diagnostics (DGX) in Q1 2026, closing a stake of 38 shares — an estimated $6.59K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in DGX in Q4 2025 and held it in 1 quarter. The position peaked at $6.59K in Q4 2025. 1,067 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Quest Diagnostics position as of Q1 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 38 Quest Diagnostics shares in Q1 2026, an estimated $6.59K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Quest Diagnostics in Q4 2025 and held it in 1 quarter.
  • Alvarez & Marsal Private Wealth Partners's Quest Diagnostics position peaked at $6.59K in Q4 2025.
  • 1,067 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.