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Moneta Group Investment Advisors’s Quest Diagnostics DGX Stock Holding History

Moneta Group Investment 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
2026
Q1 		$250K Sell
1,274
-113
-8% -$22K ﹤0.01% 693
2025
Q4 		$241K Buy
1,387
+50
+4% +$9.11K ﹤0.01% 701
2025
Q3 		$255K Sell
1,337
-254
-16% -$45.1K ﹤0.01% 670
2025
Q2 		$286K Sell
1,591
-5
-0.3% -$868 ﹤0.01% 575
2025
Q1 		$270K Sell
1,596
-200
-11% -$32.9K ﹤0.01% 549
2024
Q4 		$271K Buy
1,796
+484
+37% +$75.3K ﹤0.01% 555
2024
Q3 		$204K Sell
1,312
-281
-18% -$42K ﹤0.01% 612
2024
Q2 		$218K Buy
1,593
+72
+5% +$9.86K ﹤0.01% 561
2024
Q1 		$202K Buy
+1,521
New +$197K ﹤0.01% 572
2018
Q1 		– Sell
-3
Closed – – 631
2017
Q4 		$0 Buy
+3
New +$284 ﹤0.01% 481
2015
Q4 		– Sell
-198
Closed -$12K – 208
2015
Q3 		$12K Buy
+198
New +$13.8K ﹤0.01% 393

Other funds holding DGX

BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Moneta Group Investment Advisors's DGX Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Quest Diagnostics (DGX) stake by 8.1% in Q1 2026, selling an estimated $22K and leaving 1,274 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Moneta Group Investment Advisors first reported a position in DGX in Q3 2015 and has held it in 11 quarters since. The position peaked at $286K in Q2 2025. 1,065 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Moneta Group Investment Advisors held 1,274 shares of Quest Diagnostics worth $250K as of Q1 2026.
  • Moneta Group Investment Advisors sold 113 Quest Diagnostics shares in Q1 2026, an estimated $22K.
  • Quest Diagnostics made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #693 holding.
  • Moneta Group Investment Advisors first reported a position in Quest Diagnostics in Q3 2015 and has held it in 11 quarters since.
  • Moneta Group Investment Advisors's Quest Diagnostics position peaked at $286K in Q2 2025.
  • 1,065 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.