Lido Advisors
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Lido Advisors’s Quest Diagnostics DGX Stock Holding History

Lido 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
2026
Q1 		– Sell
-3,914
Closed -$739K – 1989
2025
Q4 		$739K Sell
3,914
-131
-3% -$23.9K ﹤0.01% 1130
2025
Q3 		$771K Buy
4,045
+933
+30% +$166K ﹤0.01% 1062
2025
Q2 		$559K Sell
3,112
-401
-11% -$69.7K ﹤0.01% 1072
2025
Q1 		$595K Sell
3,513
-89
-2% -$14.6K ﹤0.01% 962
2024
Q4 		$543K Buy
3,602
+20
+0.6% +$3.11K ﹤0.01% 985
2024
Q3 		$556K Buy
3,582
+250
+8% +$37.3K ﹤0.01% 921
2024
Q2 		$456K Sell
3,332
-798
-19% -$109K ﹤0.01% 956
2024
Q1 		$550K Sell
4,130
-996
-19% -$129K ﹤0.01% 874
2023
Q4 		$707K Buy
5,126
+430
+9% +$56.5K ﹤0.01% 734
2023
Q3 		$572K Buy
+4,696
New +$626K ﹤0.01% 709
2023
Q1 		– Sell
-2,258
Closed -$353K – 1169
2022
Q4 		$353K Buy
2,258
+166
+8% +$23.9K ﹤0.01% 747
2022
Q3 		$256K Buy
2,092
+4
+0.2% +$527 ﹤0.01% 816
2022
Q2 		$277K Buy
2,088
+13
+0.6% +$1.77K ﹤0.01% 774
2022
Q1 		$283K Buy
2,075
+264
+15% +$36.8K ﹤0.01% 831
2021
Q4 		$313K Sell
1,811
-19
-1% -$2.89K ﹤0.01% 789
2021
Q3 		$265K Sell
1,830
-1,099
-38% -$161K ﹤0.01% 785
2021
Q2 		$387K Buy
2,929
+284
+11% +$37.2K 0.01% 620
2021
Q1 		$340K Sell
2,645
-223
-8% -$27.5K 0.01% 618
2020
Q4 		$341K Sell
2,868
-13
-0.5% -$1.58K 0.01% 581
2020
Q3 		$330K Buy
+2,881
New +$340K 0.01% 460

Other funds holding DGX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Lido Advisors's DGX Position: Q1 2026 in Review

Lido Advisors sold out of Quest Diagnostics (DGX) in Q1 2026, closing a stake of 3,914 shares — an estimated $739K sold.

Lido Advisors first reported a position in DGX in Q3 2020 and held it in 20 quarters. The position peaked at $771K in Q3 2025. 1,069 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Lido Advisors reported no remaining Quest Diagnostics position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 3,914 Quest Diagnostics shares in Q1 2026, an estimated $739K.
  • Lido Advisors first reported a position in Quest Diagnostics in Q3 2020 and held it in 20 quarters.
  • Lido Advisors's Quest Diagnostics position peaked at $771K in Q3 2025.
  • 1,069 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.