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 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 $3.37T AUM 44.26% 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

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

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

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

Icon Wealth Advisors's DGX Position: Q4 2025 in Review

Icon Wealth Advisors sold out of Quest Diagnostics (DGX) in Q4 2025, closing a stake of 536 shares — an estimated $102K sold.

Icon Wealth Advisors first reported a position in DGX in Q2 2024 and held it in 6 quarters. The position peaked at $153K in Q2 2025. 1,050 funds tracked by Wall St. Rank hold DGX as of Q4 2025.

Icon Wealth Advisors reported no remaining Quest Diagnostics position as of Q4 2025 after selling out during the quarter.
Icon Wealth Advisors sold 536 Quest Diagnostics shares in Q4 2025, an estimated $102K.
Icon Wealth Advisors first reported a position in Quest Diagnostics in Q2 2024 and held it in 6 quarters.
Icon Wealth Advisors's Quest Diagnostics position peaked at $153K in Q2 2025.
1,050 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2025.

Based on Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.