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Concord Wealth Partners’s Quest Diagnostics DGX Stock Holding History

Concord Wealth Partners’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
-16
Closed -$2.41K – 849
2024
Q4 		$2.41K Hold
16
– – ﹤0.01% 693
2024
Q3 		$2.48K Sell
16
-2
-11% -$299 ﹤0.01% 722
2024
Q2 		$2.46K Hold
18
– – ﹤0.01% 650
2024
Q1 		$2.4K Hold
18
– – ﹤0.01% 734
2023
Q4 		$2.48K Sell
18
-18
-50% -$2.37K ﹤0.01% 693
2023
Q3 		$4.39K Hold
36
– – ﹤0.01% 742
2023
Q2 		$5.06K Buy
36
+18
+100% +$2.48K ﹤0.01% 706
2023
Q1 		$2.55K Sell
18
-34
-65% -$4.86K ﹤0.01% 776
2022
Q4 		$8.13K Buy
+52
New +$7.47K ﹤0.01% 665
2022
Q3 		– Sell
-122
Closed -$16K – 386
2022
Q2 		$16K Sell
122
-1,038
-89% -$141K ﹤0.01% 590
2022
Q1 		$159K Buy
1,160
+14
+1% +$1.95K 0.04% 217
2021
Q4 		$198K Buy
1,146
+760
+197% +$116K 0.05% 191
2021
Q3 		$56K Sell
386
-600
-61% -$87.8K 0.02% 197
2021
Q2 		$130K Buy
986
+119
+14% +$15.6K 0.04% 195
2021
Q1 		$111K Buy
867
+851
+5,319% +$105K 0.04% 198
2020
Q4 		$2K Buy
+16
New +$1.95K ﹤0.01% 523

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
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

Concord Wealth Partners's DGX Position: Q1 2025 in Review

Concord Wealth Partners sold out of Quest Diagnostics (DGX) in Q1 2025, closing a stake of 16 shares — an estimated $2.41K sold.

Concord Wealth Partners first reported a position in DGX in Q4 2020 and held it in 16 quarters. The position peaked at $198K in Q4 2021. 969 funds tracked by Wall St. Rank hold DGX as of Q1 2025.

  • Concord Wealth Partners reported no remaining Quest Diagnostics position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 16 Quest Diagnostics shares in Q1 2025, an estimated $2.41K.
  • Concord Wealth Partners first reported a position in Quest Diagnostics in Q4 2020 and held it in 16 quarters.
  • Concord Wealth Partners's Quest Diagnostics position peaked at $198K in Q4 2021.
  • 969 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.