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Kingsview Wealth Management’s Quest Diagnostics DGX Stock Holding History

Kingsview 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
Q2 		– Sell
-17,184
Closed -$2.91M – 1177
2025
Q1 		$2.91M Buy
+17,184
New +$2.82M 0.05% 302
2024
Q1 		– Sell
-1,661
Closed -$229K – 1022
2023
Q4 		$229K Sell
1,661
-196
-11% -$25.8K 0.01% 854
2023
Q3 		$226K Sell
1,857
-60
-3% -$7.99K 0.01% 843
2023
Q2 		$270K Sell
1,917
-9,721
-84% -$1.34M 0.01% 777
2023
Q1 		$1.65M Buy
11,638
+8,282
+247% +$1.18M 0.07% 272
2022
Q4 		$525K Buy
+3,356
New +$482K 0.02% 496
2022
Q1 		– Sell
-7,035
Closed -$1.22M – 895
2021
Q4 		$1.22M Sell
7,035
-6,284
-47% -$956K 0.05% 338
2021
Q3 		$1.94M Buy
13,319
+1,769
+15% +$259K 0.09% 228
2021
Q2 		$1.54M Buy
11,550
+2,154
+23% +$282K 0.08% 276
2021
Q1 		$1.22M Buy
9,396
+340
+4% +$41.9K 0.07% 291
2020
Q4 		$1.08M Buy
9,056
+1,088
+14% +$133K 0.08% 256
2020
Q3 		$912K Buy
7,968
+1,797
+29% +$212K 0.08% 242
2020
Q2 		$703K Buy
6,171
+816
+15% +$86.5K 0.07% 265
2020
Q1 		$430K Buy
5,355
+1,623
+43% +$168K 0.06% 290
2019
Q4 		$399K Buy
3,732
+1,540
+70% +$161K 0.05% 321
2019
Q3 		$235K Buy
+2,192
New +$225K 0.04% 382

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kingsview Wealth Management's DGX Position: Q2 2025 in Review

Kingsview Wealth Management sold out of Quest Diagnostics (DGX) in Q2 2025, closing a stake of 17,184 shares — an estimated $2.91M sold.

Kingsview Wealth Management first reported a position in DGX in Q3 2019 and held it in 16 quarters. The position peaked at $2.91M in Q1 2025. 991 funds tracked by Wall St. Rank hold DGX as of Q2 2025.

  • Kingsview Wealth Management reported no remaining Quest Diagnostics position as of Q2 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 17,184 Quest Diagnostics shares in Q2 2025, an estimated $2.91M.
  • Kingsview Wealth Management first reported a position in Quest Diagnostics in Q3 2019 and held it in 16 quarters.
  • Kingsview Wealth Management's Quest Diagnostics position peaked at $2.91M in Q1 2025.
  • 991 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2025.

Based on Kingsview Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.