BRWA
DGX icon

B. Riley Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

B. Riley Wealth 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
Q4 		– Sell
-1,066
Closed -$203K – 1062
2025
Q3 		$203K Buy
+1,066
New +$189K 0.01% 889
2024
Q2 		– Sell
-2,022
Closed -$246K – 1441
2024
Q1 		$246K Buy
2,022
+333
+20% +$43.2K 0.01% 1153
2023
Q4 		$233K Sell
1,689
-333
-16% -$43.8K 0.01% 1178
2023
Q3 		$246K Sell
2,022
-546
-21% -$72.7K 0.01% 1153
2023
Q2 		$361K Buy
2,568
+1,069
+71% +$147K 0.01% 1025
2023
Q1 		$212K Sell
1,499
-70
-4% -$10K 0.01% 1265
2022
Q4 		$245K Buy
+1,569
New +$225K 0.01% 1149
2022
Q3 		– Sell
-1,748
Closed -$233K – 1469
2022
Q2 		$233K Buy
1,748
+19
+1% +$2.59K 0.01% 974
2022
Q1 		$237K Sell
1,729
-74
-4% -$10.3K 0.01% 1134
2021
Q4 		$312K Sell
1,803
-3,059
-63% -$465K 0.01% 1046
2021
Q3 		$707K Buy
4,862
+676
+16% +$98.9K 0.02% 641
2021
Q2 		$553K Buy
4,186
+1,569
+60% +$205K 0.02% 721
2021
Q1 		$336K Buy
+2,617
New +$322K 0.01% 937
2020
Q4 		– Sell
-4,493
Closed -$514K – 1041
2020
Q3 		$514K Buy
4,493
+1,751
+64% +$207K 0.03% 519
2020
Q2 		$313K Buy
+2,742
New +$291K 0.02% 621
2017
Q4 		– Sell
-2,819
Closed -$265K – 648
2017
Q3 		$265K Buy
+2,819
New +$299K 0.04% 416
2015
Q1 		– Sell
-608
Closed -$41 – 892
2014
Q4 		$41 Buy
+608
New +$38.4K ﹤0.01% 2190
2014
Q3 		– Sell
-476
Closed -$27.9K – 921
2014
Q2 		$27.9K Buy
+476
New +$27.9K 0.01% 1308

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

B. Riley Wealth Advisors's DGX Position: Q4 2025 in Review

B. Riley Wealth Advisors sold out of Quest Diagnostics (DGX) in Q4 2025, closing a stake of 1,066 shares — an estimated $203K sold.

B. Riley Wealth Advisors first reported a position in DGX in Q2 2014 and held it in 18 quarters. The position peaked at $707K in Q3 2021. 1,049 funds tracked by Wall St. Rank hold DGX as of Q4 2025.

  • B. Riley Wealth Advisors reported no remaining Quest Diagnostics position as of Q4 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,066 Quest Diagnostics shares in Q4 2025, an estimated $203K.
  • B. Riley Wealth Advisors first reported a position in Quest Diagnostics in Q2 2014 and held it in 18 quarters.
  • B. Riley Wealth Advisors's Quest Diagnostics position peaked at $707K in Q3 2021.
  • 1,049 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.