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Heck Capital Advisors’s Quest Diagnostics DGX Stock Holding History

Heck Capital 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
Q1 		– Sell
-5
Closed -$754 – 387
2024
Q4 		$754 Buy
+5
New +$778 ﹤0.01% 729

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T. Rowe Price Associates
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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
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 Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Heck Capital Advisors's DGX Position: Q1 2025 in Review

Heck Capital Advisors sold out of Quest Diagnostics (DGX) in Q1 2025, closing a stake of 5 shares — an estimated $754 sold.

Heck Capital Advisors first reported a position in DGX in Q4 2024 and held it in 1 quarter. The position peaked at $754 in Q4 2024. 968 funds tracked by Wall St. Rank hold DGX as of Q1 2025.

  • Heck Capital Advisors reported no remaining Quest Diagnostics position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 5 Quest Diagnostics shares in Q1 2025, an estimated $754.
  • Heck Capital Advisors first reported a position in Quest Diagnostics in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Quest Diagnostics position peaked at $754 in Q4 2024.
  • 968 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.