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Castleview Partners’s Quest Diagnostics DGX Stock Holding History

Castleview Partners’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
Q1 		– Sell
-112
Closed -$16.9K – 270
2024
Q4 		$16.9K Buy
112
+7
+7% +$1.09K 0.01% 494
2024
Q3 		$16.4K Buy
105
+33
+46% +$4.93K 0.01% 476
2024
Q2 		$9.86K Buy
72
+28
+64% +$3.83K 0.01% 527
2024
Q1 		$5.86K Buy
44
+22
+100% +$2.85K ﹤0.01% 604
2023
Q4 		$3.03K Buy
+22
New +$2.89K ﹤0.01% 656
2023
Q3 		– Sell
-50
Closed -$7.03K – 694
2023
Q2 		$7.03K Buy
+50
New +$6.89K 0.01% 467
2022
Q1 		– Sell
-12,975
Closed -$75 – 783
2021
Q4 		$75 Buy
+12,975
New +$1.97M ﹤0.01% 845

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Castleview Partners's DGX Position: Q1 2025 in Review

Castleview Partners sold out of Quest Diagnostics (DGX) in Q1 2025, closing a stake of 112 shares — an estimated $16.9K sold.

Castleview Partners first reported a position in DGX in Q4 2021 and held it in 7 quarters. The position peaked at $16.9K in Q4 2024. 967 funds tracked by Wall St. Rank hold DGX as of Q1 2025.

  • Castleview Partners reported no remaining Quest Diagnostics position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 112 Quest Diagnostics shares in Q1 2025, an estimated $16.9K.
  • Castleview Partners first reported a position in Quest Diagnostics in Q4 2021 and held it in 7 quarters.
  • Castleview Partners's Quest Diagnostics position peaked at $16.9K in Q4 2024.
  • 967 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.