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 $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return