Moisand Fitzgerald Tamayo’s Quest Diagnostics DGX Stock Holding History

Moisand Fitzgerald Tamayo’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 Q1	–	Sell	-50	Closed	-$7.54K	–	595
2024 Q4	$7.54K	Hold	50	–	–	﹤0.01%	375
2024 Q3	$7.76K	Buy	+50	New	+$7.47K	﹤0.01%	383
2023 Q3	–	Sell	-5	Closed	-$703	–	784
2023 Q2	$703	Hold	5	–	–	﹤0.01%	696
2023 Q1	$708	Hold	5	–	–	﹤0.01%	732
2022 Q4	$782	Buy	+5	New	+$719	﹤0.01%	706
2022 Q3	–	Sell	-8	Closed	-$1K	–	735
2022 Q2	$1K	Sell	8 -7	-47%	-$954	﹤0.01%	494
2022 Q1	$2K	Buy	+15	New	+$2.09K	﹤0.01%	371
2017 Q4	–	Sell	-14	Closed	-$1K	–	295
2017 Q3	$1K	Buy	+14	New	+$1.49K	﹤0.01%	298

Other funds holding DGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Moisand Fitzgerald Tamayo's DGX Position: Q1 2025 in Review

Moisand Fitzgerald Tamayo sold out of Quest Diagnostics (DGX) in Q1 2025, closing a stake of 50 shares — an estimated $7.54K sold.

Moisand Fitzgerald Tamayo first reported a position in DGX in Q3 2017 and held it in 8 quarters. The position peaked at $7.76K in Q3 2024. 969 funds tracked by Wall St. Rank hold DGX as of Q1 2025.

Moisand Fitzgerald Tamayo reported no remaining Quest Diagnostics position as of Q1 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 50 Quest Diagnostics shares in Q1 2025, an estimated $7.54K.
Moisand Fitzgerald Tamayo first reported a position in Quest Diagnostics in Q3 2017 and held it in 8 quarters.
Moisand Fitzgerald Tamayo's Quest Diagnostics position peaked at $7.76K in Q3 2024.
969 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2025, filed 22 Apr 2025.