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Atria Investments’s Quest Diagnostics DGX Stock Holding History

Atria Investments’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 		$2.26M Sell
11,522
-409
-3% -$79.5K 0.03% 657
2025
Q4 		$2.07M Buy
11,931
+90
+0.8% +$16.4K 0.02% 710
2025
Q3 		$2.26M Buy
11,841
+1,503
+15% +$267K 0.03% 672
2025
Q2 		$1.86M Buy
10,338
+2,599
+34% +$451K 0.02% 755
2025
Q1 		$1.31M Buy
7,739
+1,107
+17% +$182K 0.02% 890
2024
Q4 		$1M Buy
6,632
+590
+10% +$91.8K 0.01% 985
2024
Q3 		$938K Sell
6,042
-407
-6% -$60.8K 0.01% 1002
2024
Q2 		$883K Buy
+6,449
New +$883K 0.01% 1003
2021
Q3 		– Sell
-8,842
Closed -$1.17M – 792
2021
Q2 		$1.17M Buy
8,842
+493
+6% +$64.5K 0.02% 703
2021
Q1 		$1.07M Sell
8,349
-1,251
-13% -$154K 0.02% 680
2020
Q4 		$1.14M Sell
9,600
-3,528
-27% -$430K 0.03% 626
2020
Q3 		$1.5M Sell
13,128
-502
-4% -$59.3K 0.05% 422
2020
Q2 		$1.55M Buy
13,630
+6,913
+103% +$733K 0.05% 372
2020
Q1 		$539K Buy
6,717
+2,978
+80% +$308K 0.04% 336
2019
Q4 		$399K Buy
3,739
+1,605
+75% +$167K 0.01% 867
2019
Q3 		$228K Buy
2,134
+110
+5% +$11.3K 0.01% 804
2019
Q2 		$204K Buy
+2,024
New +$194K 0.01% 903
2017
Q4 		– Sell
-9,632
Closed -$902K – 831
2017
Q3 		$902K Buy
9,632
+510
+6% +$54.1K 0.05% 330
2017
Q2 		$1.01M Buy
9,122
+2,578
+39% +$273K 0.06% 294
2017
Q1 		$643K Buy
6,544
+3,498
+115% +$333K 0.04% 343
2016
Q4 		$280K Buy
+3,046
New +$263K 0.02% 490

Other funds holding DGX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Atria Investments's DGX Position: Q1 2026 in Review

Atria Investments reduced its Quest Diagnostics (DGX) stake by 3.4% in Q1 2026, selling an estimated $79.5K and leaving 11,522 shares worth $2.26M. The position accounts for 0.03% of the portfolio, ranked #657.

Atria Investments first reported a position in DGX in Q4 2016 and has held it in 21 quarters since. 1,064 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Atria Investments held 11,522 shares of Quest Diagnostics worth $2.26M as of Q1 2026.
  • Atria Investments sold 409 Quest Diagnostics shares in Q1 2026, an estimated $79.5K.
  • Quest Diagnostics made up 0.03% of Atria Investments's portfolio in Q1 2026, its #657 holding.
  • Atria Investments first reported a position in Quest Diagnostics in Q4 2016 and has held it in 21 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.