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Independent Advisor Alliance’s Quest Diagnostics DGX Stock Holding History

Independent Advisor Alliance’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
2026
Q1 		$809K Sell
4,128
-170
-4% -$33K 0.01% 932
2025
Q4 		$746K Buy
4,298
+66
+2% +$12K 0.02% 546
2025
Q3 		$807K Buy
4,232
+59
+1% +$10.5K 0.02% 489
2025
Q2 		$750K Sell
4,173
-322
-7% -$55.9K 0.02% 473
2025
Q1 		$761K Buy
4,495
+81
+2% +$13.3K 0.03% 422
2024
Q4 		$666K Buy
4,414
+303
+7% +$47.1K 0.01% 852
2024
Q3 		$638K Buy
4,111
+178
+5% +$26.6K 0.02% 407
2024
Q2 		$538K Buy
3,933
+1,088
+38% +$149K 0.02% 445
2024
Q1 		$379K Sell
2,845
-106
-4% -$13.8K 0.01% 518
2023
Q4 		$407K Sell
2,951
-423
-13% -$55.6K 0.01% 476
2023
Q3 		$411K Sell
3,374
-28
-0.8% -$3.73K 0.02% 454
2023
Q2 		$478K Buy
3,402
+167
+5% +$23K 0.02% 438
2023
Q1 		$458K Buy
+3,235
New +$463K 0.02% 438
2022
Q4 		– Sell
-3,154
Closed -$387K – 474
2022
Q3 		$387K Buy
3,154
+296
+10% +$39K 0.02% 430
2022
Q2 		$380K Sell
2,858
-27
-0.9% -$3.68K 0.02% 436
2022
Q1 		$395K Sell
2,885
-76
-3% -$10.6K 0.02% 453
2021
Q4 		$512K Sell
2,961
-6
-0.2% -$913 0.03% 394
2021
Q3 		$431K Sell
2,967
-26
-0.9% -$3.8K 0.02% 410
2021
Q2 		$395K Buy
2,993
+22
+0.7% +$2.88K 0.02% 441
2021
Q1 		$381K Sell
2,971
-54
-2% -$6.65K 0.02% 428
2020
Q4 		$361K Buy
3,025
+208
+7% +$25.4K 0.02% 409
2020
Q3 		$323K Buy
2,817
+14
+0.5% +$1.65K 0.02% 374
2020
Q2 		$319K Sell
2,803
-61
-2% -$6.47K 0.03% 352
2020
Q1 		$230K Buy
2,864
+501
+21% +$51.9K 0.03% 329
2019
Q4 		$252K Buy
2,363
+68
+3% +$7.09K 0.01% 739
2019
Q3 		$246K Sell
2,295
-45
-2% -$4.62K 0.03% 375
2019
Q2 		$238K Sell
2,340
-25
-1% -$2.4K 0.03% 343
2019
Q1 		$213K Buy
+2,365
New +$205K 0.03% 396

Other funds holding DGX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Independent Advisor Alliance's DGX Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Quest Diagnostics (DGX) stake by 4% in Q1 2026, selling an estimated $33K and leaving 4,128 shares worth $809K. The position accounts for 0.01% of the portfolio, ranked #932.

Independent Advisor Alliance first reported a position in DGX in Q1 2019 and has held it in 28 quarters since. 1,063 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Independent Advisor Alliance held 4,128 shares of Quest Diagnostics worth $809K as of Q1 2026.
  • Independent Advisor Alliance sold 170 Quest Diagnostics shares in Q1 2026, an estimated $33K.
  • Quest Diagnostics made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #932 holding.
  • Independent Advisor Alliance first reported a position in Quest Diagnostics in Q1 2019 and has held it in 28 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.