KFG Wealth Management’s Quest Diagnostics DGX Stock Holding History

KFG Wealth Management’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	-1,112	Closed	-$212K	–	219
2025 Q3	$212K	Sell	1,112 -3	-0.3%	-$532	0.03%	198
2025 Q2	$200K	Buy	+1,115	New	+$194K	0.03%	199
2025 Q1	–	Sell	-1,360	Closed	-$205K	–	193
2024 Q4	$205K	Sell	1,360 -59	-4%	-$9.18K	0.04%	178
2024 Q3	$220K	Sell	1,419 -258	-15%	-$38.5K	0.05%	174
2024 Q2	$230K	Sell	1,677 -30	-2%	-$4.11K	0.09%	145
2024 Q1	$227K	Buy	1,707 +76	+5%	+$9.86K	0.09%	145
2023 Q4	$225K	Sell	1,631 -61	-4%	-$8.02K	0.1%	122
2023 Q3	$206K	Buy	1,692 +100	+6%	+$13.3K	0.11%	124
2023 Q2	$224K	Buy	+1,592	New	+$219K	0.13%	111

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

KFG Wealth Management's DGX Position: Q4 2025 in Review

KFG Wealth Management sold out of Quest Diagnostics (DGX) in Q4 2025, closing a stake of 1,112 shares — an estimated $212K sold.

KFG Wealth Management first reported a position in DGX in Q2 2023 and held it in 9 quarters. The position peaked at $230K in Q2 2024. 1,050 funds tracked by Wall St. Rank hold DGX as of Q4 2025.

KFG Wealth Management reported no remaining Quest Diagnostics position as of Q4 2025 after selling out during the quarter.
KFG Wealth Management sold 1,112 Quest Diagnostics shares in Q4 2025, an estimated $212K.
KFG Wealth Management first reported a position in Quest Diagnostics in Q2 2023 and held it in 9 quarters.
KFG Wealth Management's Quest Diagnostics position peaked at $230K in Q2 2024.
1,050 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2025.

Based on KFG Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.