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Avity Investment Management’s Quest Diagnostics DGX Stock Holding History

Avity Investment Management’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
-1,475
Closed -$265K – 109
2025
Q2 		$265K Sell
1,475
-200
-12% -$34.7K 0.02% 96
2025
Q1 		$283K Buy
1,675
+50
+3% +$8.21K 0.02% 91
2024
Q4 		$245K Buy
+1,625
New +$253K 0.02% 99

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

Avity Investment Management's DGX Position: Q3 2025 in Review

Avity Investment Management sold out of Quest Diagnostics (DGX) in Q3 2025, closing a stake of 1,475 shares — an estimated $265K sold.

Avity Investment Management first reported a position in DGX in Q4 2024 and held it in 3 quarters. The position peaked at $283K in Q1 2025. 1,005 funds tracked by Wall St. Rank hold DGX as of Q3 2025.

  • Avity Investment Management reported no remaining Quest Diagnostics position as of Q3 2025 after selling out during the quarter.
  • Avity Investment Management sold 1,475 Quest Diagnostics shares in Q3 2025, an estimated $265K.
  • Avity Investment Management first reported a position in Quest Diagnostics in Q4 2024 and held it in 3 quarters.
  • Avity Investment Management's Quest Diagnostics position peaked at $283K in Q1 2025.
  • 1,005 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2025.

Based on Avity Investment Management's 13F filing for Q3 2025, filed 19 Nov 2025.