Capstone Investment Advisors
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Capstone Investment Advisors’s Quest Diagnostics DGX Stock Holding History

Capstone Investment 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
-1,100
Closed -$210K – 1708
2025
Q3 		$210K Buy
+1,100
New +$195K ﹤0.01% 1807
2025
Q1 		– Sell
-1,100
Closed -$166K – 1467
2024
Q4 		$166K Sell
1,100
-1,100
-50% -$171K ﹤0.01% 1629
2024
Q3 		$342K Sell
2,200
-2,700
-55% -$403K ﹤0.01% 1356
2024
Q2 		$671K Buy
4,900
+800
+20% +$110K ﹤0.01% 1160
2024
Q1 		$546K Sell
4,100
-5,800
-59% -$753K ﹤0.01% 1504
2023
Q4 		$1.37M Buy
9,900
+6,400
+183% +$841K ﹤0.01% 934
2023
Q3 		$427K Sell
3,500
-3,300
-49% -$440K ﹤0.01% 1407
2023
Q2 		$956K Hold
6,800
– – ﹤0.01% 888
2023
Q1 		$962K Sell
6,800
-15,000
-69% -$2.15M ﹤0.01% 807
2022
Q4 		$3.41M Buy
21,800
+100
+0.5% +$14.4K 0.02% 519
2022
Q3 		$2.66M Buy
21,700
+100
+0.5% +$13.2K 0.02% 632
2022
Q2 		$2.87M Sell
21,600
-13,800
-39% -$1.88M 0.01% 626
2022
Q1 		$4.84M Sell
35,400
-66,400
-65% -$9.26M 0.01% 717
2021
Q4 		$17.6M Sell
101,800
-9,400
-8% -$1.43M 0.03% 459
2021
Q3 		$16.2M Buy
111,200
+17,600
+19% +$2.58M 0.03% 474
2021
Q2 		$12.4M Buy
93,600
+7,300
+8% +$956K 0.03% 471
2021
Q1 		$11.1M Buy
86,300
+55,100
+177% +$6.79M 0.03% 440
2020
Q4 		$3.72M Buy
31,200
+600
+2% +$73.1K 0.01% 687
2020
Q3 		$3.5M Buy
30,600
+7,200
+31% +$851K 0.02% 613
2020
Q2 		$2.67M Buy
23,400
+21,700
+1,276% +$2.3M 0.02% 618
2020
Q1 		$137K Sell
1,700
-16,400
-91% -$1.7M ﹤0.01% 1047
2019
Q4 		$1.93M Sell
18,100
-1,200
-6% -$125K 0.01% 840
2019
Q3 		$2.07M Sell
19,300
-2,300
-11% -$236K 0.01% 723
2019
Q2 		$2.2M Buy
21,600
+3,900
+22% +$375K 0.02% 714
2019
Q1 		$1.59M Buy
17,700
+8,300
+88% +$719K 0.01% 681
2018
Q4 		$783K Buy
9,400
+5,000
+114% +$469K 0.01% 695
2018
Q3 		$475K Buy
+4,400
New +$483K 0.01% 810

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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $113B AUM 38.87% 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 $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capstone Investment Advisors's DGX Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Quest Diagnostics (DGX) in Q4 2025, closing a stake of 5,211 shares — an estimated $993K sold.

Capstone Investment Advisors first reported a position in DGX in Q4 2013 and held it in 24 quarters. The position peaked at $2.41M in Q4 2013. 1,049 funds tracked by Wall St. Rank hold DGX as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Quest Diagnostics position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 5,211 Quest Diagnostics shares in Q4 2025, an estimated $993K.
  • Capstone Investment Advisors first reported a position in Quest Diagnostics in Q4 2013 and held it in 24 quarters.
  • Capstone Investment Advisors's Quest Diagnostics position peaked at $2.41M in Q4 2013.
  • 1,049 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.