Focus Partners Advisor Solutions’s Quest Diagnostics DGX Stock Holding History

Focus Partners 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 Q1	–	Sell	-1,452	Closed	-$219K	–	987
2024 Q4	$219K	Sell	1,452 -708	-33%	-$110K	﹤0.01%	706
2024 Q3	$335K	Buy	2,160 +298	+16%	+$44.5K	0.01%	535
2024 Q2	$255K	Sell	1,862 -602	-24%	-$82.4K	0.01%	530
2024 Q1	$328K	Buy	2,464 +833	+51%	+$108K	0.01%	444
2023 Q4	$225K	Buy	+1,631	New	+$214K	0.01%	377
2023 Q3	–	Sell	-1,589	Closed	-$223K	–	446
2023 Q2	$223K	Buy	1,589 +169	+12%	+$23.3K	0.01%	344
2023 Q1	$201K	Sell	1,420 -142	-9%	-$20.3K	0.01%	337
2022 Q4	$244K	Buy	+1,562	New	+$224K	0.02%	291
2022 Q3	–	Sell	-1,712	Closed	-$228K	–	412
2022 Q2	$228K	Buy	+1,712	New	+$233K	0.02%	307
2022 Q1	–	Sell	-1,602	Closed	-$277K	–	335
2021 Q4	$277K	Buy	+1,602	New	+$244K	0.06%	104

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

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

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

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Focus Partners Advisor Solutions's DGX Position: Q1 2025 in Review

Focus Partners Advisor Solutions sold out of Quest Diagnostics (DGX) in Q1 2025, closing a stake of 1,452 shares — an estimated $219K sold.

Focus Partners Advisor Solutions first reported a position in DGX in Q4 2021 and held it in 10 quarters. The position peaked at $335K in Q3 2024. 969 funds tracked by Wall St. Rank hold DGX as of Q1 2025.

Focus Partners Advisor Solutions reported no remaining Quest Diagnostics position as of Q1 2025 after selling out during the quarter.
Focus Partners Advisor Solutions sold 1,452 Quest Diagnostics shares in Q1 2025, an estimated $219K.
Focus Partners Advisor Solutions first reported a position in Quest Diagnostics in Q4 2021 and held it in 10 quarters.
Focus Partners Advisor Solutions's Quest Diagnostics position peaked at $335K in Q3 2024.
969 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2025, filed 15 May 2025.