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
2021 Q1	–	Sell	-2,100	Closed	-$250K	–	855
2020 Q4	$250K	Hold	2,100	–	–	0.01%	685
2020 Q3	$240K	Buy	+2,100	New	+$248K	0.01%	548

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

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. 1,065 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.
1,065 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.