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Dynamic Advisor Solutions’s Quest Diagnostics DGX Stock Holding History

Dynamic Advisor 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
Q4 		– Sell
-4,082
Closed -$778K – 955
2025
Q3 		$778K Buy
4,082
+52
+1% +$9.23K 0.02% 519
2025
Q2 		$724K Sell
4,030
-36
-0.9% -$6.25K 0.02% 519
2025
Q1 		$688K Sell
4,066
-107
-3% -$17.6K 0.02% 506
2024
Q4 		$630K Sell
4,173
-184
-4% -$28.6K 0.03% 391
2024
Q3 		$676K Buy
+4,357
New +$651K 0.02% 550
2020
Q3 		– Sell
-2,945
Closed -$336K – 628
2020
Q2 		$336K Buy
2,945
+437
+17% +$46.4K 0.05% 365
2020
Q1 		$201K Buy
+2,508
New +$260K 0.04% 410
2014
Q2 		– Sell
-9,856
Closed -$571K – 206
2014
Q1 		$571K Buy
+9,856
New +$528K 0.39% 84

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

Dynamic Advisor Solutions's DGX Position: Q4 2025 in Review

Dynamic Advisor Solutions sold out of Quest Diagnostics (DGX) in Q4 2025, closing a stake of 4,082 shares — an estimated $778K sold.

Dynamic Advisor Solutions first reported a position in DGX in Q1 2014 and held it in 8 quarters. The position peaked at $778K in Q3 2025. 1,048 funds tracked by Wall St. Rank hold DGX as of Q4 2025.

  • Dynamic Advisor Solutions reported no remaining Quest Diagnostics position as of Q4 2025 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 4,082 Quest Diagnostics shares in Q4 2025, an estimated $778K.
  • Dynamic Advisor Solutions first reported a position in Quest Diagnostics in Q1 2014 and held it in 8 quarters.
  • Dynamic Advisor Solutions's Quest Diagnostics position peaked at $778K in Q3 2025.
  • 1,048 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2025.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2025, filed 9 Jan 2026.