CAS
DGX icon

Coppell Advisory Solutions’s Quest Diagnostics DGX Stock Holding History

Coppell Advisory Solutions’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
-70
Closed -$10.5K – 702
2024
Q4 		$10.5K Hold
70
– – ﹤0.01% 1091
2024
Q3 		$10.8K Hold
70
– – ﹤0.01% 1057
2024
Q2 		$9.55K Buy
+70
New +$9.59K ﹤0.01% 1019
2023
Q4 		$689 Buy
+5
New +$657 ﹤0.01% 1475

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Coppell Advisory Solutions's DGX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Quest Diagnostics (DGX) in Q1 2025, closing a stake of 70 shares — an estimated $10.5K sold.

Coppell Advisory Solutions first reported a position in DGX in Q4 2023 and held it in 4 quarters. The position peaked at $10.8K in Q3 2024. 967 funds tracked by Wall St. Rank hold DGX as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Quest Diagnostics position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 70 Quest Diagnostics shares in Q1 2025, an estimated $10.5K.
  • Coppell Advisory Solutions first reported a position in Quest Diagnostics in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Quest Diagnostics position peaked at $10.8K in Q3 2024.
  • 967 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.