HWA
DGX icon

Heartwood Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Heartwood Wealth 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
2025
Q4 		– Sell
-19
Closed -$3.62K – 307
2025
Q3 		$3.62K Buy
+19
New +$3.37K ﹤0.01% 443

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

Heartwood Wealth Advisors's DGX Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Quest Diagnostics (DGX) in Q4 2025, closing a stake of 19 shares — an estimated $3.62K sold.

Heartwood Wealth Advisors first reported a position in DGX in Q3 2025 and held it in 1 quarter. The position peaked at $3.62K in Q3 2025. 1,048 funds tracked by Wall St. Rank hold DGX as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Quest Diagnostics position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 19 Quest Diagnostics shares in Q4 2025, an estimated $3.62K.
  • Heartwood Wealth Advisors first reported a position in Quest Diagnostics in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Quest Diagnostics position peaked at $3.62K in Q3 2025.
  • 1,048 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.