Level Four Advisory Services’s Quest Diagnostics DGX Stock Holding History

Level Four Advisory Services’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
2026 Q1	$6.41M	Sell	32,688 -2,174	-6%	-$422K	0.21%	133
2025 Q4	$6.05M	Buy	34,862 +127	+0.4%	+$23.1K	0.2%	137
2025 Q3	$6.62M	Buy	34,735 +627	+2%	+$111K	0.23%	114
2025 Q2	$6.13M	Buy	34,108 +153	+0.5%	+$26.6K	0.23%	124
2025 Q1	$5.75M	Sell	33,955 -2,156	-6%	-$354K	0.24%	125
2024 Q4	$5.45M	Buy	36,111 +670	+2%	+$104K	0.22%	121
2024 Q3	$5.49M	Buy	35,441 +3,183	+10%	+$475K	0.23%	126
2024 Q2	$4.42M	Buy	+32,258	New	+$4.42M	0.2%	145
2019 Q1	–	Sell	-2,978	Closed	-$248K	–	519
2018 Q4	$248K	Sell	2,978 -1,793	-38%	-$168K	0.03%	436
2018 Q3	$515K	Buy	4,771 +352	+8%	+$38.6K	0.06%	335
2018 Q2	$486K	Buy	+4,419	New	+$460K	0.04%	391

Other funds holding DGX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Level Four Advisory Services's DGX Position: Q1 2026 in Review

Level Four Advisory Services reduced its Quest Diagnostics (DGX) stake by 6.2% in Q1 2026, selling an estimated $422K and leaving 32,688 shares worth $6.41M. The position accounts for 0.21% of the portfolio, ranked #133.

Level Four Advisory Services first reported a position in DGX in Q2 2018 and has held it in 11 quarters since. The position peaked at $6.62M in Q3 2025. 1,063 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

Level Four Advisory Services held 32,688 shares of Quest Diagnostics worth $6.41M as of Q1 2026.
Level Four Advisory Services sold 2,174 Quest Diagnostics shares in Q1 2026, an estimated $422K.
Quest Diagnostics made up 0.21% of Level Four Advisory Services's portfolio in Q1 2026, its #133 holding.
Level Four Advisory Services first reported a position in Quest Diagnostics in Q2 2018 and has held it in 11 quarters since.
Level Four Advisory Services's Quest Diagnostics position peaked at $6.62M in Q3 2025.
1,063 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.