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Bellwether Advisors’s Quest Diagnostics DGX Stock Holding History

Bellwether 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
Q3 		– Sell
-75
Closed -$13.5K – 246
2025
Q2 		$13.5K Hold
75
– – ﹤0.01% 339
2025
Q1 		$12.7K Hold
75
– – ﹤0.01% 304
2024
Q4 		$11.3K Buy
+75
New +$11.7K ﹤0.01% 330
2023
Q2 		– Sell
-75
Closed -$10.6K – 179
2023
Q1 		$10.6K Hold
75
– – ﹤0.01% 275
2022
Q4 		$11.7K Hold
75
– – ﹤0.01% 261
2022
Q3 		$9K Hold
75
– – ﹤0.01% 268
2022
Q2 		$9K Hold
75
– – ﹤0.01% 251
2022
Q1 		$10K Hold
75
– – ﹤0.01% 308
2021
Q4 		$12K Hold
75
– – ﹤0.01% 314
2021
Q3 		$10K Hold
75
– – ﹤0.01% 304
2021
Q2 		$9K Sell
75
-25
-25% -$3.27K ﹤0.01% 273
2021
Q1 		$12K Hold
100
– – ﹤0.01% 235
2020
Q4 		$11K Buy
+100
New +$12.2K ﹤0.01% 228

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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