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MOKAN Wealth Management’s Quest Diagnostics DGX Stock Holding History

MOKAN 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
-3,964
Closed -$756K – 106
2025
Q3 		$756K Buy
3,964
+146
+4% +$25.9K 0.38% 55
2025
Q2 		$686K Buy
3,818
+454
+13% +$78.9K 0.38% 56
2025
Q1 		$569K Sell
3,364
-245
-7% -$40.2K 0.34% 64
2024
Q4 		$545K Buy
+3,609
New +$561K 0.35% 59

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

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

MOKAN Wealth Management sold out of Quest Diagnostics (DGX) in Q4 2025, closing a stake of 3,964 shares — an estimated $756K sold.

MOKAN Wealth Management first reported a position in DGX in Q4 2024 and held it in 4 quarters. The position peaked at $756K in Q3 2025. 1,049 funds tracked by Wall St. Rank hold DGX as of Q4 2025.

  • MOKAN Wealth Management reported no remaining Quest Diagnostics position as of Q4 2025 after selling out during the quarter.
  • MOKAN Wealth Management sold 3,964 Quest Diagnostics shares in Q4 2025, an estimated $756K.
  • MOKAN Wealth Management first reported a position in Quest Diagnostics in Q4 2024 and held it in 4 quarters.
  • MOKAN Wealth Management's Quest Diagnostics position peaked at $756K in Q3 2025.
  • 1,049 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2025.

Based on MOKAN Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.