Morningstar Investment Management’s Quest Diagnostics DGX Stock Holding History

Morningstar Investment 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 Q3	–	Sell	-1,751	Closed	-$315K	–	490
2025 Q2	$315K	Buy	+1,751	New	+$304K	0.03%	159
2025 Q1	–	Sell	-1,993	Closed	-$301K	–	113
2024 Q4	$301K	Hold	1,993	–	–	0.02%	161
2024 Q3	$297K	Sell	1,993 -2	-0.1%	-$299	0.03%	163
2024 Q2	$273K	Hold	1,995	–	–	0.03%	159
2024 Q1	$266K	Hold	1,995	–	–	0.03%	166
2023 Q4	$275K	Sell	1,995 -12	-0.6%	-$1.58K	0.03%	160
2023 Q3	$245K	Hold	2,007	–	–	0.03%	140
2023 Q2	$282K	Buy	+2,007	New	+$277K	0.04%	134

Other funds holding DGX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morningstar Investment Management's DGX Position: Q3 2025 in Review

Morningstar Investment Management sold out of Quest Diagnostics (DGX) in Q3 2025, closing a stake of 1,751 shares — an estimated $315K sold.

Morningstar Investment Management first reported a position in DGX in Q2 2023 and held it in 8 quarters. The position peaked at $315K in Q2 2025. 1,006 funds tracked by Wall St. Rank hold DGX as of Q3 2025.

Morningstar Investment Management reported no remaining Quest Diagnostics position as of Q3 2025 after selling out during the quarter.
Morningstar Investment Management sold 1,751 Quest Diagnostics shares in Q3 2025, an estimated $315K.
Morningstar Investment Management first reported a position in Quest Diagnostics in Q2 2023 and held it in 8 quarters.
Morningstar Investment Management's Quest Diagnostics position peaked at $315K in Q2 2025.
1,006 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.