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Aptus Capital Advisors’s Quest Diagnostics DGX Stock Holding History

Aptus Capital Advisors’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
2025
Q3 		– Sell
-2,634
Closed -$473K – 1614
2025
Q2 		$473K Buy
+2,634
New +$458K ﹤0.01% 687
2019
Q4 		– Sell
-12,669
Closed -$1.36M – 514
2019
Q3 		$1.36M Sell
12,669
-5,134
-29% -$527K 0.08% 155
2019
Q2 		$1.81M Sell
17,803
-1,725
-9% -$166K 0.25% 58
2019
Q1 		$1.75M Buy
+19,528
New +$1.69M 0.3% 74

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aptus Capital Advisors's DGX Position: Q3 2025 in Review

Aptus Capital Advisors sold out of Quest Diagnostics (DGX) in Q3 2025, closing a stake of 2,634 shares — an estimated $473K sold.

Aptus Capital Advisors first reported a position in DGX in Q1 2019 and held it in 4 quarters. The position peaked at $1.81M in Q2 2019. 1,005 funds tracked by Wall St. Rank hold DGX as of Q3 2025.

  • Aptus Capital Advisors reported no remaining Quest Diagnostics position as of Q3 2025 after selling out during the quarter.
  • Aptus Capital Advisors sold 2,634 Quest Diagnostics shares in Q3 2025, an estimated $473K.
  • Aptus Capital Advisors first reported a position in Quest Diagnostics in Q1 2019 and held it in 4 quarters.
  • Aptus Capital Advisors's Quest Diagnostics position peaked at $1.81M in Q2 2019.
  • 1,005 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2025.

Based on Aptus Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.