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Concurrent Investment Advisors’s Quest Diagnostics DGX Stock Holding History

Concurrent Investment 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
2026
Q1 		$1M Buy
5,121
+973
+23% +$189K 0.01% 878
2025
Q4 		$720K Buy
4,148
+1,621
+64% +$295K 0.01% 978
2025
Q3 		$482K Buy
2,527
+309
+14% +$54.8K 0.01% 931
2025
Q2 		$398K Buy
2,218
+128
+6% +$22.2K 0.01% 938
2025
Q1 		$354K Sell
2,090
-127
-6% -$20.9K 0.01% 852
2024
Q4 		$335K Sell
2,217
-70
-3% -$10.9K 0.01% 791
2024
Q3 		$355K Buy
2,287
+223
+11% +$33.3K 0.01% 723
2024
Q2 		$283K Buy
2,064
+94
+5% +$12.9K 0.01% 758
2024
Q1 		$262K Buy
1,970
+62
+3% +$8.04K 0.01% 714
2023
Q4 		$263K Buy
+1,908
New +$251K 0.01% 692

Other funds holding DGX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Concurrent Investment Advisors's DGX Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Quest Diagnostics (DGX) stake by 23% in Q1 2026, buying an estimated $189K and bringing the position to 5,121 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #878.

Concurrent Investment Advisors first reported a position in DGX in Q4 2023 and has held it in 10 quarters since. 1,064 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Concurrent Investment Advisors held 5,121 shares of Quest Diagnostics worth $1M as of Q1 2026.
  • Concurrent Investment Advisors bought 973 Quest Diagnostics shares in Q1 2026, an estimated $189K.
  • Quest Diagnostics made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #878 holding.
  • Concurrent Investment Advisors first reported a position in Quest Diagnostics in Q4 2023 and has held it in 10 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.