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Atria Wealth Solutions’s Quest Diagnostics DGX Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-2,067
Closed -$350K – 1552
2025
Q1 		$350K Sell
2,067
-1,008
-33% -$166K ﹤0.01% 1390
2024
Q4 		$464K Buy
3,075
+425
+16% +$66.1K 0.01% 1313
2024
Q3 		$411K Buy
2,650
+977
+58% +$146K ﹤0.01% 1338
2024
Q2 		$229K Sell
1,673
-373
-18% -$51.1K ﹤0.01% 1674
2024
Q1 		$272K Buy
2,046
+7
+0.3% +$908 ﹤0.01% 1620
2023
Q4 		$281K Buy
2,039
+15
+0.7% +$1.97K ﹤0.01% 1541
2023
Q3 		$247K Sell
2,024
-2,850
-58% -$380K ﹤0.01% 1545
2023
Q2 		$685K Buy
4,874
+473
+11% +$65.2K 0.01% 1017
2023
Q1 		$623K Sell
4,401
-779
-15% -$111K 0.01% 1013
2022
Q4 		$810K Buy
5,180
+1,732
+50% +$249K 0.01% 852
2022
Q3 		$423K Buy
3,448
+3
+0.1% +$395 0.01% 1123
2022
Q2 		$458K Buy
3,445
+1,806
+110% +$246K 0.01% 1012
2022
Q1 		$224K Buy
+1,639
New +$228K ﹤0.01% 1509

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

Atria Wealth Solutions's DGX Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Quest Diagnostics (DGX) in Q2 2025, closing a stake of 2,067 shares — an estimated $350K sold.

Atria Wealth Solutions first reported a position in DGX in Q1 2022 and held it in 13 quarters. The position peaked at $810K in Q4 2022. 990 funds tracked by Wall St. Rank hold DGX as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Quest Diagnostics position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,067 Quest Diagnostics shares in Q2 2025, an estimated $350K.
  • Atria Wealth Solutions first reported a position in Quest Diagnostics in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Quest Diagnostics position peaked at $810K in Q4 2022.
  • 990 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.