HNWAG
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High Net Worth Advisory Group’s Quest Diagnostics DGX Stock Holding History

High Net Worth Advisory Group’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
-1,350
Closed -$243K – 240
2025
Q2 		$243K Hold
1,350
– – 0.06% 202
2025
Q1 		$228K Hold
1,350
– – 0.06% 197
2024
Q4 		$204K Hold
1,350
– – 0.06% 215
2024
Q3 		$210K Buy
+1,350
New +$202K 0.06% 215
2023
Q1 		– Sell
-650
Closed -$102K – 278
2022
Q4 		$102K Hold
650
– – 0.04% 240
2022
Q3 		$80K Hold
650
– – 0.03% 260
2022
Q2 		$86K Hold
650
– – 0.04% 257
2022
Q1 		$89K Sell
650
-131
-17% -$18.3K 0.03% 262
2021
Q4 		$135K Buy
+781
New +$119K 0.05% 221

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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