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J.W. Coons Advisors’s Quest Diagnostics DGX Stock Holding History

J.W. Coons 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
Q2 		$216K Hold
1,200
– – 0.05% 233
2025
Q1 		$203K Buy
+1,200
New +$197K 0.05% 228
2022
Q1 		– Sell
-1,210
Closed -$210K – 265
2021
Q4 		$210K Buy
+1,210
New +$184K 0.06% 242

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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

J.W. Coons Advisors's DGX Position: Q2 2025 in Review

J.W. Coons Advisors held its Quest Diagnostics (DGX) position steady in Q2 2025 at 1,200 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #233.

J.W. Coons Advisors first reported a position in DGX in Q4 2021 and has held it in 3 quarters since. 990 funds tracked by Wall St. Rank hold DGX as of Q2 2025.

  • J.W. Coons Advisors held 1,200 shares of Quest Diagnostics worth $216K as of Q2 2025.
  • J.W. Coons Advisors left its Quest Diagnostics share count unchanged in Q2 2025.
  • Quest Diagnostics made up 0.05% of J.W. Coons Advisors's portfolio in Q2 2025, its #233 holding.
  • J.W. Coons Advisors first reported a position in Quest Diagnostics in Q4 2021 and has held it in 3 quarters since.
  • 990 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.