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Cassady Schiller Wealth Management’s Quest Diagnostics DGX Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$1.66K Buy
+11
New +$1.71K ﹤0.01% 627
2022
Q1 		– Sell
-3
Closed -$1K – 229
2021
Q4 		$1K Buy
+3
New +$456 ﹤0.01% 441

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cassady Schiller Wealth Management's DGX Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Quest Diagnostics (DGX) in Q4 2024: 11 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #627 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in DGX as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in DGX in Q4 2021 and has held it in 2 quarters since. 895 funds tracked by Wall St. Rank hold DGX as of Q4 2024.

  • Cassady Schiller Wealth Management held 11 shares of Quest Diagnostics worth $1.66K as of Q4 2024.
  • Quest Diagnostics was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Quest Diagnostics made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #627 holding.
  • Cassady Schiller Wealth Management first reported a position in Quest Diagnostics in Q4 2021 and has held it in 2 quarters since.
  • 895 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.