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Foundations Investment Advisors’s Quest Diagnostics DGX Stock Holding History

Foundations Investment Advisors’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
-2,081
Closed -$361K – 1182
2025
Q4 		$361K Sell
2,081
-190
-8% -$34.6K ﹤0.01% 831
2025
Q3 		$433K Sell
2,271
-51
-2% -$9.05K 0.01% 708
2025
Q2 		$417K Buy
2,322
+867
+60% +$151K 0.01% 638
2025
Q1 		$246K Buy
+1,455
New +$239K ﹤0.01% 768

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

Foundations Investment Advisors's DGX Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Quest Diagnostics (DGX) in Q1 2026, closing a stake of 2,081 shares — an estimated $361K sold.

Foundations Investment Advisors first reported a position in DGX in Q1 2025 and held it in 4 quarters. The position peaked at $433K in Q3 2025. 1,069 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Foundations Investment Advisors reported no remaining Quest Diagnostics position as of Q1 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 2,081 Quest Diagnostics shares in Q1 2026, an estimated $361K.
  • Foundations Investment Advisors first reported a position in Quest Diagnostics in Q1 2025 and held it in 4 quarters.
  • Foundations Investment Advisors's Quest Diagnostics position peaked at $433K in Q3 2025.
  • 1,069 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.