Kovitz Investment Group Partners
DGX icon

Kovitz Investment Group Partners’s Quest Diagnostics DGX Stock Holding History

Kovitz Investment Group Partners’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
-3,645
Closed -$695K – 657
2025
Q3 		$695K Buy
3,645
+84
+2% +$14.9K ﹤0.01% 930
2025
Q2 		$640K Sell
3,561
-550
-13% -$95.5K ﹤0.01% 905
2025
Q1 		$696K Sell
4,111
-400
-9% -$65.7K ﹤0.01% 826
2024
Q4 		$681K Buy
4,511
+684
+18% +$106K ﹤0.01% 816
2024
Q3 		$380K Buy
3,827
+2,307
+152% +$345K ﹤0.01% 812
2024
Q2 		$208K Buy
+1,520
New +$208K ﹤0.01% 791
2024
Q1 		– Sell
-1,471
Closed -$203K – 662
2023
Q4 		$203K Buy
+1,471
New +$193K ﹤0.01% 399
2023
Q3 		– Sell
-1,533
Closed -$216K – 397
2023
Q2 		$216K Sell
1,533
-133
-8% -$18.3K ﹤0.01% 392
2023
Q1 		$236K Buy
1,666
+25
+2% +$3.58K ﹤0.01% 392
2022
Q4 		$257K Buy
+1,641
New +$236K 0.01% 370
2022
Q3 		– Sell
-1,722
Closed -$229K – 399
2022
Q2 		$229K Buy
1,722
+64
+4% +$8.72K 0.01% 385
2022
Q1 		$227K Buy
+1,658
New +$231K ﹤0.01% 401

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 $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kovitz Investment Group Partners's DGX Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Quest Diagnostics (DGX) in Q4 2025, closing a stake of 3,645 shares — an estimated $695K sold.

Kovitz Investment Group Partners first reported a position in DGX in Q1 2022 and held it in 12 quarters. The position peaked at $696K in Q1 2025. 1,050 funds tracked by Wall St. Rank hold DGX as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Quest Diagnostics position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,645 Quest Diagnostics shares in Q4 2025, an estimated $695K.
  • Kovitz Investment Group Partners first reported a position in Quest Diagnostics in Q1 2022 and held it in 12 quarters.
  • Kovitz Investment Group Partners's Quest Diagnostics position peaked at $696K in Q1 2025.
  • 1,050 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.