Financial Gravity Asset Management’s Quest Diagnostics DGX Stock Holding History

Financial Gravity Asset 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	–	805
2025 Q3	$381	Buy	+2	New	+$355	﹤0.01%	861
2025 Q1	$2.37K	Buy	+14	New	+$2.3K	﹤0.01%	800
2024 Q2	–	Sell	-4	Closed	-$562	–	1498
2024 Q1	$562	Sell	4 -1	-20%	-$130	﹤0.01%	808
2023 Q4	$830	Buy	+5	New	+$657	﹤0.01%	812
2021 Q3	$145K	Buy	69 +65	+1,625%	+$9.51K	0.07%	255
2021 Q2	$132K	Buy	+4	New	+$524	0.05%	279
2020 Q4	$3K	Buy	+24	New	+$2.93K	﹤0.01%	260
2019 Q4	$107K	Sell	184 -37	-17%	-$3.86K	0.07%	293
2019 Q3	$24K	Buy	221 +179	+426%	+$18.4K	0.02%	424
2019 Q2	$4K	Hold	42	–	–	﹤0.01%	721
2019 Q1	$4K	Buy	+42	New	+$3.64K	﹤0.01%	742
2018 Q3	$16K	Buy	171 +169	+8,450%	+$18.5K	0.02%	498
2018 Q2	$0	Sell	2 -95	-98%	-$9.9K	﹤0.01%	1450
2018 Q1	$10K	Buy	+97	New	+$9.94K	0.01%	586

Other funds holding DGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Gravity Asset Management's DGX Position: Q4 2025 in Review

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

Financial Gravity Asset Management first reported a position in DGX in Q1 2018 and held it in 14 quarters. The position peaked at $145K in Q3 2021. 1,050 funds tracked by Wall St. Rank hold DGX as of Q4 2025.

Financial Gravity Asset Management reported no remaining Quest Diagnostics position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 2 Quest Diagnostics shares in Q4 2025, an estimated $381.
Financial Gravity Asset Management first reported a position in Quest Diagnostics in Q1 2018 and held it in 14 quarters.
Financial Gravity Asset Management's Quest Diagnostics position peaked at $145K in Q3 2021.
1,050 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.