IWA
DGX icon

Icon Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Icon 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
-536
Closed -$102K – 432
2025
Q3 		$102K Sell
536
-314
-37% -$55.7K 0.01% 510
2025
Q2 		$153K Sell
850
-22
-3% -$3.82K 0.01% 417
2025
Q1 		$148K Buy
872
+30
+4% +$4.93K 0.01% 407
2024
Q4 		$127K Buy
842
+89
+12% +$13.8K 0.01% 459
2024
Q3 		$117K Buy
753
+44
+6% +$6.57K 0.01% 445
2024
Q2 		$101K Buy
+709
New +$97.1K 0.01% 431

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
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