CWM
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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 $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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return