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Legacy Advisors’s Quest Diagnostics DGX Stock Holding History

Legacy 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
Q1 		$510K Buy
+3,015
New +$495K 0.05% 260
2017
Q4 		– Sell
-59
Closed -$5K – 369
2017
Q3 		$5K Buy
+59
New +$6.26K 0.01% 289

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Legacy Advisors's DGX Position: Q1 2025 in Review

Legacy Advisors opened a new position in Quest Diagnostics (DGX) in Q1 2025: 3,015 shares worth $510K. The stake represents 0.05% of the portfolio and ranks #260 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in DGX as recently as Q3 2017.

Legacy Advisors first reported a position in DGX in Q3 2017 and has held it in 2 quarters since. 969 funds tracked by Wall St. Rank hold DGX as of Q1 2025.

  • Legacy Advisors held 3,015 shares of Quest Diagnostics worth $510K as of Q1 2025.
  • Quest Diagnostics was a new Legacy Advisors position in Q1 2025.
  • Quest Diagnostics made up 0.05% of Legacy Advisors's portfolio in Q1 2025, its #260 holding.
  • Legacy Advisors first reported a position in Quest Diagnostics in Q3 2017 and has held it in 2 quarters since.
  • 969 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.