CW
DGX icon

CreativeOne Wealth’s Quest Diagnostics DGX Stock Holding History

CreativeOne Wealth’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
Q4 		– Sell
-6,093
Closed -$1.16M – 1202
2025
Q3 		$1.16M Sell
6,093
-1,214
-17% -$215K 0.03% 489
2025
Q2 		$1.31M Buy
7,307
+898
+14% +$156K 0.03% 459
2025
Q1 		$1.08M Sell
6,409
-71
-1% -$11.7K 0.03% 457
2024
Q4 		$977K Buy
6,480
+1,137
+21% +$177K 0.03% 478
2024
Q3 		$829K Buy
5,343
+2,434
+84% +$364K 0.03% 490
2024
Q2 		$398K Sell
2,909
-2,299
-44% -$315K 0.02% 535
2024
Q1 		$694K Buy
5,208
+2,019
+63% +$262K 0.03% 472
2023
Q4 		$440K Sell
3,189
-4,786
-60% -$629K 0.03% 399
2023
Q3 		$972K Sell
7,975
-6,934
-47% -$924K 0.07% 242
2023
Q2 		$2.1M Buy
14,909
+5,649
+61% +$779K 0.1% 200
2023
Q1 		$1.31M Sell
9,260
-612
-6% -$87.6K 0.06% 262
2022
Q4 		$1.54M Sell
9,872
-982
-9% -$141K 0.09% 207
2022
Q3 		$1.33M Buy
10,854
+7,673
+241% +$1.01M 0.08% 212
2022
Q2 		$423K Sell
3,181
-145
-4% -$19.8K 0.02% 454
2022
Q1 		$455K Buy
3,326
+257
+8% +$35.8K 0.02% 456
2021
Q4 		$531K Buy
3,069
+216
+8% +$32.9K 0.03% 439
2021
Q3 		$415K Buy
2,853
+549
+24% +$80.3K 0.02% 454
2021
Q2 		$304K Buy
2,304
+699
+44% +$91.5K 0.02% 530
2021
Q1 		$206K Sell
1,605
-407
-20% -$50.2K 0.02% 534
2020
Q4 		$240K Buy
+2,012
New +$245K 0.02% 437

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CreativeOne Wealth's DGX Position: Q4 2025 in Review

CreativeOne Wealth sold out of Quest Diagnostics (DGX) in Q4 2025, closing a stake of 6,093 shares — an estimated $1.16M sold.

CreativeOne Wealth first reported a position in DGX in Q4 2020 and held it in 20 quarters. The position peaked at $2.1M in Q2 2023. 1,048 funds tracked by Wall St. Rank hold DGX as of Q4 2025.

  • CreativeOne Wealth reported no remaining Quest Diagnostics position as of Q4 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 6,093 Quest Diagnostics shares in Q4 2025, an estimated $1.16M.
  • CreativeOne Wealth first reported a position in Quest Diagnostics in Q4 2020 and held it in 20 quarters.
  • CreativeOne Wealth's Quest Diagnostics position peaked at $2.1M in Q2 2023.
  • 1,048 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2025.

Based on CreativeOne Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.