BOK Financial Private Wealth’s Quest Diagnostics DGX Stock Holding History

BOK Financial Private Wealth’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	–	Sell	-176	Closed	-$29.8K	–	438
2025 Q1	$29.8K	Buy	176 +163	+1,254%	+$26.8K	﹤0.01%	304
2024 Q4	$1.96K	Buy	13 +3	+30%	+$467	﹤0.01%	445
2024 Q3	$1.55K	Hold	10	–	–	﹤0.01%	482
2024 Q2	$1.37K	Hold	10	–	–	﹤0.01%	442
2024 Q1	$1.33K	Sell	10 -276	-97%	-$35.8K	﹤0.01%	436
2023 Q4	$39.4K	Hold	286	–	–	﹤0.01%	268
2023 Q3	$34.9K	Sell	286 -101	-26%	-$13.5K	﹤0.01%	258
2023 Q2	$54.4K	Sell	387 -89	-19%	-$12.3K	﹤0.01%	224
2023 Q1	$67.3K	Hold	476	–	–	0.01%	225
2022 Q4	$74.5K	Hold	476	–	–	0.01%	216
2022 Q3	$58K	Hold	476	–	–	0.01%	237
2022 Q2	$63K	Buy	+476	New	+$64.9K	0.01%	234

Other funds holding DGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BOK Financial Private Wealth's DGX Position: Q2 2025 in Review

BOK Financial Private Wealth sold out of Quest Diagnostics (DGX) in Q2 2025, closing a stake of 176 shares — an estimated $29.8K sold.

BOK Financial Private Wealth first reported a position in DGX in Q2 2022 and held it in 12 quarters. The position peaked at $74.5K in Q4 2022. 991 funds tracked by Wall St. Rank hold DGX as of Q2 2025.

BOK Financial Private Wealth reported no remaining Quest Diagnostics position as of Q2 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 176 Quest Diagnostics shares in Q2 2025, an estimated $29.8K.
BOK Financial Private Wealth first reported a position in Quest Diagnostics in Q2 2022 and held it in 12 quarters.
BOK Financial Private Wealth's Quest Diagnostics position peaked at $74.5K in Q4 2022.
991 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2025.

Based on BOK Financial Private Wealth's 13F filing for Q2 2025, filed 7 Aug 2025.