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Compass Wealth Management’s Quest Diagnostics DGX Stock Holding History

Compass 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
Q2 		– Sell
-295
Closed -$49.9K – 211
2025
Q1 		$49.9K Hold
295
– – 0.01% 246
2024
Q4 		$44.5K Hold
295
– – 0.01% 259
2024
Q3 		$45.8K Hold
295
– – 0.01% 259
2024
Q2 		$40.4K Hold
295
– – 0.01% 272
2024
Q1 		$39.3K Hold
295
– – 0.01% 271
2023
Q4 		$40.7K Sell
295
-135
-31% -$17.7K 0.01% 259
2023
Q3 		$52.4K Hold
430
– – 0.02% 231
2023
Q2 		$60.4K Hold
430
– – 0.02% 227
2023
Q1 		$60.8K Hold
430
– – 0.02% 223
2022
Q4 		$67.3K Buy
+430
New +$61.8K 0.02% 207

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 $3.38T AUM 44.17% 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

Compass Wealth Management's DGX Position: Q2 2025 in Review

Compass Wealth Management sold out of Quest Diagnostics (DGX) in Q2 2025, closing a stake of 295 shares — an estimated $49.9K sold.

Compass Wealth Management first reported a position in DGX in Q4 2022 and held it in 10 quarters. The position peaked at $67.3K in Q4 2022. 991 funds tracked by Wall St. Rank hold DGX as of Q2 2025.

  • Compass Wealth Management reported no remaining Quest Diagnostics position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 295 Quest Diagnostics shares in Q2 2025, an estimated $49.9K.
  • Compass Wealth Management first reported a position in Quest Diagnostics in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Quest Diagnostics position peaked at $67.3K in Q4 2022.
  • 991 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.