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Claro Advisors’s Quest Diagnostics DGX Stock Holding History

Claro 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
2025
Q3 		– Sell
-1,556
Closed -$280K – 405
2025
Q2 		$280K Sell
1,556
-249
-14% -$43.3K 0.05% 308
2025
Q1 		$305K Sell
1,805
-417
-19% -$68.5K 0.04% 379
2024
Q4 		$335K Buy
2,222
+378
+20% +$58.8K 0.05% 326
2024
Q3 		$286K Buy
+1,844
New +$275K 0.04% 394
2023
Q4 		– Sell
-1,938
Closed -$236K – 392
2023
Q3 		$236K Sell
1,938
-136
-7% -$18.1K 0.06% 315
2023
Q2 		$292K Buy
2,074
+445
+27% +$61.3K 0.07% 268
2023
Q1 		$231K Buy
1,629
+197
+14% +$28.2K 0.07% 294
2022
Q4 		$224K Buy
+1,432
New +$206K 0.07% 258
2019
Q1 		– Sell
-485
Closed -$52K – 341
2018
Q4 		$52K Buy
+485
New +$45.5K 0.04% 328

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Claro Advisors's DGX Position: Q3 2025 in Review

Claro Advisors sold out of Quest Diagnostics (DGX) in Q3 2025, closing a stake of 1,556 shares — an estimated $280K sold.

Claro Advisors first reported a position in DGX in Q4 2018 and held it in 9 quarters. The position peaked at $335K in Q4 2024. 1,006 funds tracked by Wall St. Rank hold DGX as of Q3 2025.

  • Claro Advisors reported no remaining Quest Diagnostics position as of Q3 2025 after selling out during the quarter.
  • Claro Advisors sold 1,556 Quest Diagnostics shares in Q3 2025, an estimated $280K.
  • Claro Advisors first reported a position in Quest Diagnostics in Q4 2018 and held it in 9 quarters.
  • Claro Advisors's Quest Diagnostics position peaked at $335K in Q4 2024.
  • 1,006 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2025.

Based on Claro Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.