Cedar Mountain Advisors
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Cedar Mountain Advisors’s Quest Diagnostics DGX Stock Holding History

Cedar Mountain 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
2026
Q3 		$6.53K Sell
28
-5
-15% -$1.16K ﹤0.01% 576
2026
Q2 		$6.99K Hold
33
– – ﹤0.01% 595
2026
Q1 		$6.47K Hold
33
– – ﹤0.01% 574
2025
Q4 		$5.73K Hold
33
– – ﹤0.01% 304
2025
Q3 		$6.29K Hold
33
– – ﹤0.01% 308
2025
Q2 		$5.93K Sell
33
-28
-46% -$4.86K ﹤0.01% 256
2025
Q1 		$10.3K Hold
61
– – ﹤0.01% 203
2024
Q4 		$9.2K Hold
61
– – ﹤0.01% 210
2024
Q3 		$9.47K Hold
61
– – ﹤0.01% 203
2024
Q2 		$8.35K Hold
61
– – ﹤0.01% 199
2024
Q1 		$8.12K Hold
61
– – ﹤0.01% 200
2023
Q4 		$8.41K Buy
61
+29
+91% +$3.81K ﹤0.01% 193
2023
Q3 		$3.9K Hold
32
– – ﹤0.01% 226
2023
Q2 		$4.5K Hold
32
– – ﹤0.01% 210
2023
Q1 		$4.53K Sell
32
-10
-24% -$1.43K ﹤0.01% 212
2022
Q4 		$6.57K Hold
42
– – ﹤0.01% 188
2022
Q3 		$5K Hold
42
– – ﹤0.01% 208
2022
Q2 		$6K Hold
42
– – ﹤0.01% 202
2022
Q1 		$6K Hold
42
– – ﹤0.01% 220
2021
Q4 		$7K Sell
42
-2
-5% -$304 ﹤0.01% 210
2021
Q3 		$6K Hold
44
– – ﹤0.01% 219
2021
Q2 		$6K Hold
44
– – ﹤0.01% 202
2021
Q1 		$6K Hold
44
– – ﹤0.01% 207
2020
Q4 		$5K Sell
44
-36
-45% -$4.39K ﹤0.01% 207
2020
Q3 		$9K Buy
80
+20
+33% +$2.36K ﹤0.01% 165
2020
Q2 		$7K Hold
60
– – ﹤0.01% 169
2020
Q1 		$5K Hold
60
– – ﹤0.01% 157
2019
Q4 		$6K Buy
+60
New +$6.26K ﹤0.01% 164

Other funds holding DGX

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Cedar Mountain Advisors's DGX Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its Quest Diagnostics (DGX) stake by 15% in Q3 2026, selling an estimated $1.16K and leaving 28 shares worth $6.53K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Cedar Mountain Advisors first reported a position in DGX in Q4 2019 and has held it in 28 quarters since. The position peaked at $10.3K in Q1 2025. 266 funds tracked by Wall St. Rank hold DGX as of Q3 2026.

  • Cedar Mountain Advisors held 28 shares of Quest Diagnostics worth $6.53K as of Q3 2026.
  • Cedar Mountain Advisors sold 5 Quest Diagnostics shares in Q3 2026, an estimated $1.16K.
  • Quest Diagnostics made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #576 holding.
  • Cedar Mountain Advisors first reported a position in Quest Diagnostics in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's Quest Diagnostics position peaked at $10.3K in Q1 2025.
  • 266 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.