HHM Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

HHM 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 Q3	–	Sell	-11	Closed	-$1.98K	–	871
2025 Q2	$1.98K	Hold	11	–	–	﹤0.01%	766
2025 Q1	$1.86K	Hold	11	–	–	﹤0.01%	763
2024 Q4	$1.66K	Buy	+11	New	+$1.71K	﹤0.01%	776
2022 Q3	–	Sell	-200	Closed	-$27K	–	678
2022 Q2	$27K	Hold	200	–	–	0.01%	374
2022 Q1	$27K	Hold	200	–	–	0.01%	399
2021 Q4	$35K	Hold	200	–	–	0.01%	350
2021 Q3	$29K	Hold	200	–	–	0.01%	362
2021 Q2	$26K	Hold	200	–	–	0.01%	368
2021 Q1	$26K	Hold	200	–	–	0.01%	347
2020 Q4	$24K	Hold	200	–	–	0.01%	337
2020 Q3	$23K	Buy	+200	New	+$23.6K	0.01%	301

Other funds holding DGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HHM Wealth Advisors's DGX Position: Q3 2025 in Review

HHM Wealth Advisors sold out of Quest Diagnostics (DGX) in Q3 2025, closing a stake of 11 shares — an estimated $1.98K sold.

HHM Wealth Advisors first reported a position in DGX in Q3 2020 and held it in 11 quarters. The position peaked at $35K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold DGX as of Q3 2025.

HHM Wealth Advisors reported no remaining Quest Diagnostics position as of Q3 2025 after selling out during the quarter.
HHM Wealth Advisors sold 11 Quest Diagnostics shares in Q3 2025, an estimated $1.98K.
HHM Wealth Advisors first reported a position in Quest Diagnostics in Q3 2020 and held it in 11 quarters.
HHM Wealth Advisors's Quest Diagnostics position peaked at $35K in Q4 2021.
1,005 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.