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Forum Financial Management’s Quest Diagnostics DGX Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-3,557
Closed -$617K – 512
2025
Q4 		$617K Buy
3,557
+1
+0% +$182 0.01% 391
2025
Q3 		$678K Buy
3,556
+1,329
+60% +$236K 0.01% 341
2025
Q2 		$400K Buy
2,227
+25
+1% +$4.34K 0.01% 508
2025
Q1 		$373K Sell
2,202
-1,153
-34% -$189K 0.01% 481
2024
Q4 		$506K Buy
3,355
+1,415
+73% +$220K 0.01% 375
2024
Q3 		$301K Buy
1,940
+100
+5% +$14.9K 0.01% 514
2024
Q2 		$252K Sell
1,840
-15
-0.8% -$2.05K ﹤0.01% 553
2024
Q1 		$247K Buy
1,855
+19
+1% +$2.46K ﹤0.01% 595
2023
Q4 		$253K Hold
1,836
– – ﹤0.01% 535
2023
Q3 		$224K Hold
1,836
– – ﹤0.01% 545
2023
Q2 		$258K Buy
1,836
+32
+2% +$4.41K 0.01% 490
2023
Q1 		$255K Buy
1,804
+1
+0.1% +$143 0.01% 459
2022
Q4 		$282K Hold
1,803
– – 0.01% 412
2022
Q3 		$221K Hold
1,803
– – 0.01% 465
2022
Q2 		$240K Buy
1,803
+1
+0.1% +$136 0.01% 445
2022
Q1 		$246K Hold
1,802
– – 0.01% 479
2021
Q4 		$312K Buy
+1,802
New +$274K 0.02% 399

Other funds holding DGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Forum Financial Management's DGX Position: Q1 2026 in Review

Forum Financial Management sold out of Quest Diagnostics (DGX) in Q1 2026, closing a stake of 3,557 shares — an estimated $617K sold.

Forum Financial Management first reported a position in DGX in Q4 2021 and held it in 17 quarters. The position peaked at $678K in Q3 2025. 1,069 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Forum Financial Management reported no remaining Quest Diagnostics position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 3,557 Quest Diagnostics shares in Q1 2026, an estimated $617K.
  • Forum Financial Management first reported a position in Quest Diagnostics in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Quest Diagnostics position peaked at $678K in Q3 2025.
  • 1,069 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.