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LGT Financial Advisors’s Quest Diagnostics DGX Stock Holding History

LGT Financial 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
Q3 		– Sell
-1
Closed -$180 – 456
2025
Q2 		$180 Buy
+1
New +$174 ﹤0.01% 525
2024
Q2 		– Sell
-820
Closed -$109K – 797
2024
Q1 		$109K Hold
820
– – 0.13% 168
2023
Q4 		$113K Buy
820
+408
+99% +$53.6K 0.14% 155
2023
Q3 		$50.2K Buy
+412
New +$54.9K 0.06% 218

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

LGT Financial Advisors's DGX Position: Q3 2025 in Review

LGT Financial Advisors sold out of Quest Diagnostics (DGX) in Q3 2025, closing a stake of 1 share — an estimated $180 sold.

LGT Financial Advisors first reported a position in DGX in Q3 2023 and held it in 4 quarters. The position peaked at $113K in Q4 2023. 1,005 funds tracked by Wall St. Rank hold DGX as of Q3 2025.

  • LGT Financial Advisors reported no remaining Quest Diagnostics position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 1 Quest Diagnostics share in Q3 2025, an estimated $180.
  • LGT Financial Advisors first reported a position in Quest Diagnostics in Q3 2023 and held it in 4 quarters.
  • LGT Financial Advisors's Quest Diagnostics position peaked at $113K in Q4 2023.
  • 1,005 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.