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Centricity Wealth Management’s Quest Diagnostics DGX Stock Holding History

Centricity 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
2025
Q1 		– Sell
-28
Closed -$4.22K – 455
2024
Q4 		$4.22K Buy
+28
New +$4.36K ﹤0.01% 400

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 $999B AUM 46.22% 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 $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Centricity Wealth Management's DGX Position: Q1 2025 in Review

Centricity Wealth Management sold out of Quest Diagnostics (DGX) in Q1 2025, closing a stake of 28 shares — an estimated $4.22K sold.

Centricity Wealth Management first reported a position in DGX in Q4 2024 and held it in 1 quarter. The position peaked at $4.22K in Q4 2024. 968 funds tracked by Wall St. Rank hold DGX as of Q1 2025.

  • Centricity Wealth Management reported no remaining Quest Diagnostics position as of Q1 2025 after selling out during the quarter.
  • Centricity Wealth Management sold 28 Quest Diagnostics shares in Q1 2025, an estimated $4.22K.
  • Centricity Wealth Management first reported a position in Quest Diagnostics in Q4 2024 and held it in 1 quarter.
  • Centricity Wealth Management's Quest Diagnostics position peaked at $4.22K in Q4 2024.
  • 968 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2025.

Based on Centricity Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.