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Nicolet Advisory Services’s Quest Diagnostics DGX Stock Holding History

Nicolet Advisory Services’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 		$260K Sell
1,479
-317
-18% -$57.7K 0.02% 353
2025
Q3 		$327K Sell
1,796
-1,048
-37% -$186K 0.03% 308
2025
Q2 		$486K Buy
2,844
+73
+3% +$12.7K 0.04% 221
2025
Q1 		$454K Buy
2,771
+50
+2% +$8.21K 0.05% 205
2024
Q4 		$413K Buy
2,721
+267
+11% +$41.5K 0.04% 237
2024
Q3 		$373K Buy
2,454
+3
+0.1% +$448 0.04% 251
2024
Q2 		$344K Buy
2,451
+400
+20% +$54.8K 0.03% 254
2024
Q1 		$272K Buy
2,051
+128
+7% +$16.6K 0.03% 284
2023
Q4 		$273K Buy
+1,923
New +$253K 0.03% 259

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

Nicolet Advisory Services's DGX Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Quest Diagnostics (DGX) stake by 18% in Q4 2025, selling an estimated $57.7K and leaving 1,479 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #353.

Nicolet Advisory Services first reported a position in DGX in Q4 2023 and has held it in 9 quarters since. The position peaked at $486K in Q2 2025. 1,048 funds tracked by Wall St. Rank hold DGX as of Q4 2025.

  • Nicolet Advisory Services held 1,479 shares of Quest Diagnostics worth $260K as of Q4 2025.
  • Nicolet Advisory Services sold 317 Quest Diagnostics shares in Q4 2025, an estimated $57.7K.
  • Quest Diagnostics made up 0.02% of Nicolet Advisory Services's portfolio in Q4 2025, its #353 holding.
  • Nicolet Advisory Services first reported a position in Quest Diagnostics in Q4 2023 and has held it in 9 quarters since.
  • Nicolet Advisory Services's Quest Diagnostics position peaked at $486K in Q2 2025.
  • 1,048 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.