Bank Julius Baer & Co
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Bank Julius Baer & Co’s Quest Diagnostics DGX Stock Holding History

Bank Julius Baer & Co’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
-393
Closed -$70.6K – 680
2025
Q2 		$70.6K Hold
393
– – ﹤0.01% 525
2025
Q1 		$66.5K Sell
393
-34
-8% -$5.58K ﹤0.01% 521
2024
Q4 		$71.1K Buy
427
+30
+8% +$4.67K ﹤0.01% 511
2024
Q3 		$73.1K Buy
+397
New +$59.3K ﹤0.01% 447
2023
Q2 		– Sell
-1,803
Closed -$255K – 567
2023
Q1 		$255K Buy
1,803
+831
+85% +$119K ﹤0.01% 414
2022
Q4 		$152K Buy
972
+2
+0.2% +$287 ﹤0.01% 447
2022
Q3 		$119K Sell
970
-344
-26% -$45.3K ﹤0.01% 445
2022
Q2 		$175K Buy
1,314
+19
+1% +$2.59K ﹤0.01% 420
2022
Q1 		$177K Buy
1,295
+24
+2% +$3.35K ﹤0.01% 426
2021
Q4 		$220K Buy
1,271
+54
+4% +$8.22K ﹤0.01% 523
2021
Q3 		$177K Sell
1,217
-1,511
-55% -$221K ﹤0.01% 554
2021
Q2 		$360K Sell
2,728
-263
-9% -$34.4K ﹤0.01% 492
2021
Q1 		$384K Buy
2,991
+885
+42% +$109K ﹤0.01% 486
2020
Q4 		$251K Buy
2,106
+1,833
+671% +$223K ﹤0.01% 535
2020
Q3 		$31K Buy
+273
New +$32.3K ﹤0.01% 639
2020
Q2 		– Sell
-1,737
Closed -$139K – 697
2020
Q1 		$139K Buy
+1,737
New +$180K ﹤0.01% 451

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank Julius Baer & Co's DGX Position: Q3 2025 in Review

Bank Julius Baer & Co sold out of Quest Diagnostics (DGX) in Q3 2025, closing a stake of 393 shares — an estimated $70.6K sold.

Bank Julius Baer & Co first reported a position in DGX in Q1 2020 and held it in 16 quarters. The position peaked at $384K in Q1 2021. 1,006 funds tracked by Wall St. Rank hold DGX as of Q3 2025.

  • Bank Julius Baer & Co reported no remaining Quest Diagnostics position as of Q3 2025 after selling out during the quarter.
  • Bank Julius Baer & Co sold 393 Quest Diagnostics shares in Q3 2025, an estimated $70.6K.
  • Bank Julius Baer & Co first reported a position in Quest Diagnostics in Q1 2020 and held it in 16 quarters.
  • Bank Julius Baer & Co's Quest Diagnostics position peaked at $384K in Q1 2021.
  • 1,006 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2025.

Based on Bank Julius Baer & Co's 13F filing for Q3 2025, filed 13 Nov 2025.