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Dakota Wealth Management’s Quest Diagnostics DGX Stock Holding History

Dakota 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
Q3 		– Sell
-1,330
Closed -$239K – 685
2025
Q2 		$239K Sell
1,330
-477
-26% -$82.9K 0.01% 678
2025
Q1 		$306K Buy
1,807
+445
+33% +$73.1K 0.01% 611
2024
Q4 		$205K Buy
+1,362
New +$212K ﹤0.01% 705
2024
Q3 		– Sell
-1,862
Closed -$255K – 742
2024
Q2 		$255K Sell
1,862
-14
-0.7% -$1.92K 0.01% 614
2024
Q1 		$250K Sell
1,876
-257
-12% -$33.3K 0.01% 623
2023
Q4 		$294K Sell
2,133
-332
-13% -$43.6K 0.01% 526
2023
Q3 		$300K Buy
2,465
+1,014
+70% +$135K 0.01% 486
2023
Q2 		$204K Sell
1,451
-599
-29% -$82.6K 0.01% 584
2023
Q1 		$290K Buy
2,050
+751
+58% +$107K 0.02% 471
2022
Q4 		$203K Buy
+1,299
New +$187K 0.01% 548

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Dakota Wealth Management's DGX Position: Q3 2025 in Review

Dakota Wealth Management sold out of Quest Diagnostics (DGX) in Q3 2025, closing a stake of 1,330 shares — an estimated $239K sold.

Dakota Wealth Management first reported a position in DGX in Q4 2022 and held it in 10 quarters. The position peaked at $306K in Q1 2025. 1,006 funds tracked by Wall St. Rank hold DGX as of Q3 2025.

  • Dakota Wealth Management reported no remaining Quest Diagnostics position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 1,330 Quest Diagnostics shares in Q3 2025, an estimated $239K.
  • Dakota Wealth Management first reported a position in Quest Diagnostics in Q4 2022 and held it in 10 quarters.
  • Dakota Wealth Management's Quest Diagnostics position peaked at $306K in Q1 2025.
  • 1,006 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.