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Avantax Advisory Services’s Quest Diagnostics DGX Stock Holding History

Avantax Advisory Services’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 		$1.69M Buy
9,426
+436
+5% +$75.7K 0.01% 883
2025
Q1 		$1.52M Buy
8,990
+535
+6% +$87.9K 0.01% 887
2024
Q4 		$1.28M Buy
8,455
+4,164
+97% +$648K 0.01% 933
2024
Q3 		$666K Sell
4,291
-152
-3% -$22.7K ﹤0.01% 1239
2024
Q2 		$608K Buy
4,443
+1,705
+62% +$233K ﹤0.01% 1243
2024
Q1 		$364K Buy
2,738
+571
+26% +$74.1K ﹤0.01% 1196
2023
Q4 		$299K Buy
2,167
+38
+2% +$5K ﹤0.01% 1235
2023
Q3 		$259K Sell
2,129
-747
-26% -$99.5K ﹤0.01% 1279
2023
Q2 		$404K Buy
2,876
+42
+1% +$5.79K ﹤0.01% 1033
2023
Q1 		$401K Buy
2,834
+10
+0.4% +$1.43K ﹤0.01% 1007
2022
Q4 		$442K Sell
2,824
-755
-21% -$108K 0.01% 922
2022
Q3 		$439K Buy
3,579
+1,261
+54% +$166K 0.01% 829
2022
Q2 		$308K Sell
2,318
-571
-20% -$77.8K ﹤0.01% 994
2022
Q1 		$396K Sell
2,889
-451
-14% -$62.9K 0.01% 879
2021
Q4 		$578K Sell
3,340
-577
-15% -$87.8K 0.01% 712
2021
Q3 		$565K Sell
3,917
-30
-0.8% -$4.39K 0.01% 679
2021
Q2 		$519K Buy
3,947
+693
+21% +$90.7K 0.01% 700
2021
Q1 		$417K Buy
3,254
+8
+0.2% +$986 0.01% 679
2020
Q4 		$387K Buy
3,246
+251
+8% +$30.6K 0.01% 636
2020
Q3 		$342K Buy
2,995
+719
+32% +$84.9K 0.01% 963
2020
Q2 		$258K Buy
+2,276
New +$241K 0.01% 699

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

Avantax Advisory Services's DGX Position: Q2 2025 in Review

Avantax Advisory Services increased its Quest Diagnostics (DGX) stake by 4.8% in Q2 2025, buying an estimated $75.7K and bringing the position to 9,426 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #883.

Avantax Advisory Services first reported a position in DGX in Q2 2020 and has held it in 21 quarters since. 990 funds tracked by Wall St. Rank hold DGX as of Q2 2025.

  • Avantax Advisory Services held 9,426 shares of Quest Diagnostics worth $1.69M as of Q2 2025.
  • Avantax Advisory Services bought 436 Quest Diagnostics shares in Q2 2025, an estimated $75.7K.
  • Quest Diagnostics made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #883 holding.
  • Avantax Advisory Services first reported a position in Quest Diagnostics in Q2 2020 and has held it in 21 quarters since.
  • 990 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.