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Global Financial Private Client’s Quest Diagnostics DGX Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-29
Closed -$4.91K – 575
2025
Q1 		$4.91K Buy
29
+10
+53% +$1.64K ﹤0.01% 687
2024
Q4 		$2.87K Buy
19
+5
+36% +$778 ﹤0.01% 693
2024
Q3 		$2.17K Buy
+14
New +$2.09K ﹤0.01% 716

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Global Financial Private Client's DGX Position: Q2 2025 in Review

Global Financial Private Client sold out of Quest Diagnostics (DGX) in Q2 2025, closing a stake of 29 shares — an estimated $4.91K sold.

Global Financial Private Client first reported a position in DGX in Q3 2024 and held it in 3 quarters. The position peaked at $4.91K in Q1 2025. 990 funds tracked by Wall St. Rank hold DGX as of Q2 2025.

  • Global Financial Private Client reported no remaining Quest Diagnostics position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 29 Quest Diagnostics shares in Q2 2025, an estimated $4.91K.
  • Global Financial Private Client first reported a position in Quest Diagnostics in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's Quest Diagnostics position peaked at $4.91K in Q1 2025.
  • 990 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.