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Maridea Wealth Management’s Quest Diagnostics DGX Stock Holding History

Maridea Wealth Management’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
Q4 		– Sell
-1,076
Closed -$205K – 421
2025
Q3 		$205K Buy
+1,076
New +$191K 0.03% 405
2025
Q1 		– Sell
-3,099
Closed -$468K – 244
2024
Q4 		$468K Buy
+3,099
New +$482K 0.15% 121

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Maridea Wealth Management's DGX Position: Q4 2025 in Review

Maridea Wealth Management sold out of Quest Diagnostics (DGX) in Q4 2025, closing a stake of 1,076 shares — an estimated $205K sold.

Maridea Wealth Management first reported a position in DGX in Q4 2024 and held it in 2 quarters. The position peaked at $468K in Q4 2024. 1,048 funds tracked by Wall St. Rank hold DGX as of Q4 2025.

  • Maridea Wealth Management reported no remaining Quest Diagnostics position as of Q4 2025 after selling out during the quarter.
  • Maridea Wealth Management sold 1,076 Quest Diagnostics shares in Q4 2025, an estimated $205K.
  • Maridea Wealth Management first reported a position in Quest Diagnostics in Q4 2024 and held it in 2 quarters.
  • Maridea Wealth Management's Quest Diagnostics position peaked at $468K in Q4 2024.
  • 1,048 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2025.

Based on Maridea Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.