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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
Q2 		– Sell
-3,015
Closed -$510K – 124
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 $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

Legacy Advisors's DGX Position: Q2 2025 in Review

Legacy Advisors sold out of Quest Diagnostics (DGX) in Q2 2025, closing a stake of 3,015 shares — an estimated $510K sold.

Legacy Advisors first reported a position in DGX in Q3 2017 and held it in 2 quarters. The position peaked at $510K in Q1 2025. 990 funds tracked by Wall St. Rank hold DGX as of Q2 2025.

  • Legacy Advisors reported no remaining Quest Diagnostics position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 3,015 Quest Diagnostics shares in Q2 2025, an estimated $510K.
  • Legacy Advisors first reported a position in Quest Diagnostics in Q3 2017 and held it in 2 quarters.
  • Legacy Advisors's Quest Diagnostics position peaked at $510K in Q1 2025.
  • 990 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.