Carolinas Wealth Consulting’s Quest Diagnostics DGX Stock Holding History

Carolinas Wealth Consulting’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	-15	Closed	-$2.54K	–	228
2025 Q1	$2.54K	Hold	15	–	–	﹤0.01%	748
2024 Q4	$2.26K	Sell	15 -170	-92%	-$26.4K	﹤0.01%	803
2024 Q3	$28.7K	Hold	185	–	–	0.01%	432
2024 Q2	$25.3K	Hold	185	–	–	﹤0.01%	451
2024 Q1	$24.6K	Buy	185 +167	+928%	+$21.7K	﹤0.01%	458
2023 Q4	$2.48K	Hold	18	–	–	﹤0.01%	715
2023 Q3	$2.34K	Sell	18 -5	-22%	-$666	﹤0.01%	724
2023 Q2	$3.23K	Hold	23	–	–	﹤0.01%	748
2023 Q1	$3.25K	Hold	23	–	–	﹤0.01%	754
2022 Q4	$3.6K	Hold	23	–	–	﹤0.01%	731
2022 Q3	$3K	Buy	23 +5	+28%	+$658	﹤0.01%	711
2022 Q2	$2K	Hold	18	–	–	﹤0.01%	752
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	789
2021 Q4	$3K	Hold	18	–	–	﹤0.01%	768
2021 Q3	$3K	Sell	18 -262	-94%	-$38.3K	﹤0.01%	734
2021 Q2	$37K	Hold	280	–	–	0.01%	400
2021 Q1	$36K	Sell	280 -3	-1%	-$370	0.01%	416
2020 Q4	$34K	Sell	283 -7	-2%	-$853	0.01%	396
2020 Q3	$33K	Buy	290 +170	+142%	+$20.1K	0.01%	339
2020 Q2	$14K	Buy	+120	New	+$12.7K	0.01%	312

Other funds holding DGX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carolinas Wealth Consulting's DGX Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Quest Diagnostics (DGX) in Q2 2025, closing a stake of 15 shares — an estimated $2.54K sold.

Carolinas Wealth Consulting first reported a position in DGX in Q2 2020 and held it in 20 quarters. The position peaked at $37K in Q2 2021. 990 funds tracked by Wall St. Rank hold DGX as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Quest Diagnostics position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 15 Quest Diagnostics shares in Q2 2025, an estimated $2.54K.
Carolinas Wealth Consulting first reported a position in Quest Diagnostics in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's Quest Diagnostics position peaked at $37K in Q2 2021.
990 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.