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Mutual Advisors’s Quest Diagnostics DGX Stock Holding History

Mutual 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 		$277K Buy
1,415
+97
+7% +$18.8K 0.01% 1153
2025
Q4 		$229K Buy
1,318
+18
+1% +$3.28K ﹤0.01% 1197
2025
Q3 		$238K Sell
1,300
-46
-3% -$8.16K 0.01% 1152
2025
Q2 		$227K Sell
1,346
-1,265
-48% -$220K 0.01% 1087
2025
Q1 		$454K Buy
2,611
+1,151
+79% +$189K 0.01% 756
2024
Q4 		$221K Buy
+1,460
New +$227K 0.01% 988
2024
Q2 		– Sell
-2,145
Closed -$286K – 1099
2024
Q1 		$286K Buy
+2,145
New +$278K 0.01% 887
2023
Q4 		– Sell
-1,656
Closed -$202K – 1025
2023
Q3 		$202K Sell
1,656
-2,455
-60% -$327K 0.01% 921
2023
Q2 		$578K Buy
4,111
+2,500
+155% +$345K 0.02% 594
2023
Q1 		$228K Sell
1,611
-15
-0.9% -$2.15K 0.01% 874
2022
Q4 		$254K Sell
1,626
-77
-5% -$11.1K 0.01% 791
2022
Q3 		$209K Buy
1,703
+32
+2% +$4.21K 0.01% 820
2022
Q2 		$222K Buy
1,671
+1
+0.1% +$136 0.01% 762
2022
Q1 		$229K Sell
1,670
-7
-0.4% -$976 0.01% 788
2021
Q4 		$290K Buy
1,677
+8
+0.5% +$1.22K 0.02% 751
2021
Q3 		$243K Sell
1,669
-118
-7% -$17.3K 0.01% 772
2021
Q2 		$236K Buy
1,787
+183
+11% +$24K 0.01% 748
2021
Q1 		$206K Buy
+1,604
New +$198K 0.01% 727

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

Mutual Advisors's DGX Position: Q1 2026 in Review

Mutual Advisors increased its Quest Diagnostics (DGX) stake by 7.4% in Q1 2026, buying an estimated $18.8K and bringing the position to 1,415 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #1153.

Mutual Advisors first reported a position in DGX in Q1 2021 and has held it in 18 quarters since. The position peaked at $578K in Q2 2023. 1,064 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Mutual Advisors held 1,415 shares of Quest Diagnostics worth $277K as of Q1 2026.
  • Mutual Advisors bought 97 Quest Diagnostics shares in Q1 2026, an estimated $18.8K.
  • Quest Diagnostics made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1153 holding.
  • Mutual Advisors first reported a position in Quest Diagnostics in Q1 2021 and has held it in 18 quarters since.
  • Mutual Advisors's Quest Diagnostics position peaked at $578K in Q2 2023.
  • 1,064 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.