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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

High Net Worth Advisory Group's DGX Position: Q3 2025 in Review

High Net Worth Advisory Group sold out of Quest Diagnostics (DGX) in Q3 2025, closing a stake of 1,350 shares — an estimated $243K sold.

High Net Worth Advisory Group first reported a position in DGX in Q4 2021 and held it in 9 quarters. The position peaked at $243K in Q2 2025. 1,007 funds tracked by Wall St. Rank hold DGX as of Q3 2025.

High Net Worth Advisory Group reported no remaining Quest Diagnostics position as of Q3 2025 after selling out during the quarter.
High Net Worth Advisory Group sold 1,350 Quest Diagnostics shares in Q3 2025, an estimated $243K.
High Net Worth Advisory Group first reported a position in Quest Diagnostics in Q4 2021 and held it in 9 quarters.
High Net Worth Advisory Group's Quest Diagnostics position peaked at $243K in Q2 2025.
1,007 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2025.

Based on High Net Worth Advisory Group's 13F filing for Q3 2025, filed 29 Oct 2025.