Optima Capital’s Quest Diagnostics DGX Stock Holding History

Optima Capital’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	–	Sell	-3	Closed	-$521	–	449
2025 Q4	$521	Buy	+3	New	+$546	﹤0.01%	1201

Other funds holding DGX

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Optima Capital's DGX Position: Q1 2026 in Review

Optima Capital sold out of Quest Diagnostics (DGX) in Q1 2026, closing a stake of 3 shares — an estimated $521 sold.

Optima Capital first reported a position in DGX in Q4 2025 and held it in 1 quarter. The position peaked at $521 in Q4 2025. 1,065 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

Optima Capital reported no remaining Quest Diagnostics position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 3 Quest Diagnostics shares in Q1 2026, an estimated $521.
Optima Capital first reported a position in Quest Diagnostics in Q4 2025 and held it in 1 quarter.
Optima Capital's Quest Diagnostics position peaked at $521 in Q4 2025.
1,065 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.