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Dogwood Wealth Management’s Quest Diagnostics DGX Stock Holding History

Dogwood 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
Q4 		– Sell
-2
Closed -$381 – 768
2025
Q3 		$381 Buy
+2
New +$355 ﹤0.01% 666
2024
Q3 		– Hold
0
– – – 451
2024
Q2 		– Hold
0
– – – 477
2024
Q1 		– Hold
0
– – – 476
2023
Q4 		– Hold
0
– – – 459

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Dogwood Wealth Management's DGX Position: Q4 2025 in Review

Dogwood Wealth Management sold out of Quest Diagnostics (DGX) in Q4 2025, closing a stake of 2 shares — an estimated $381 sold.

Dogwood Wealth Management first reported a position in DGX in Q3 2025 and held it in 1 quarter. The position peaked at $381 in Q3 2025. 1,050 funds tracked by Wall St. Rank hold DGX as of Q4 2025.

  • Dogwood Wealth Management reported no remaining Quest Diagnostics position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 2 Quest Diagnostics shares in Q4 2025, an estimated $381.
  • Dogwood Wealth Management first reported a position in Quest Diagnostics in Q3 2025 and held it in 1 quarter.
  • Dogwood Wealth Management's Quest Diagnostics position peaked at $381 in Q3 2025.
  • 1,050 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.