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MSH Capital Advisors’s Quest Diagnostics DGX Stock Holding History

MSH Capital 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
2025
Q1 		– Sell
-7,856
Closed -$1.19M – 233
2024
Q4 		$1.19M Sell
7,856
-3,752
-32% -$584K 0.37% 72
2024
Q3 		$1.8M Hold
11,608
– – 0.55% 59
2024
Q2 		$1.59M Buy
11,608
+245
+2% +$33.6K 0.53% 60
2024
Q1 		$1.51M Sell
11,363
-502
-4% -$65.1K 0.53% 60
2023
Q4 		$1.64M Sell
11,865
-60
-0.5% -$7.89K 0.61% 52
2023
Q3 		$1.45M Buy
11,925
+61
+0.5% +$8.13K 0.57% 59
2023
Q2 		$1.67M Buy
11,864
+320
+3% +$44.1K 0.61% 57
2023
Q1 		$1.63M Buy
11,544
+383
+3% +$54.8K 0.7% 47
2022
Q4 		$1.75M Buy
11,161
+150
+1% +$21.6K 0.79% 39
2022
Q3 		$1.35M Buy
11,011
+60
+0.5% +$7.9K 0.67% 55
2022
Q2 		$1.46M Buy
10,951
+261
+2% +$35.6K 0.68% 51
2022
Q1 		$1.46M Buy
10,690
+334
+3% +$46.6K 0.6% 54
2021
Q4 		$1.79M Buy
+10,356
New +$1.58M 0.8% 42

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
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 Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

MSH Capital Advisors's DGX Position: Q1 2025 in Review

MSH Capital Advisors sold out of Quest Diagnostics (DGX) in Q1 2025, closing a stake of 7,856 shares — an estimated $1.19M sold.

MSH Capital Advisors first reported a position in DGX in Q4 2021 and held it in 13 quarters. The position peaked at $1.8M in Q3 2024. 969 funds tracked by Wall St. Rank hold DGX as of Q1 2025.

  • MSH Capital Advisors reported no remaining Quest Diagnostics position as of Q1 2025 after selling out during the quarter.
  • MSH Capital Advisors sold 7,856 Quest Diagnostics shares in Q1 2025, an estimated $1.19M.
  • MSH Capital Advisors first reported a position in Quest Diagnostics in Q4 2021 and held it in 13 quarters.
  • MSH Capital Advisors's Quest Diagnostics position peaked at $1.8M in Q3 2024.
  • 969 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2025.

Based on MSH Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.