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Optimize Financial’s Quest Diagnostics DGX Stock Holding History

Optimize Financial’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
-2,343
Closed -$407K – 347
2025
Q4 		$407K Buy
2,343
+32
+1% +$5.83K 0.2% 208
2025
Q3 		$440K Buy
+2,311
New +$410K 0.23% 167
2025
Q1 		– Sell
-1,441
Closed -$217K – 240
2024
Q4 		$217K Buy
+1,441
New +$224K 0.16% 202

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

Optimize Financial's DGX Position: Q1 2026 in Review

Optimize Financial sold out of Quest Diagnostics (DGX) in Q1 2026, closing a stake of 2,343 shares — an estimated $407K sold.

Optimize Financial first reported a position in DGX in Q4 2024 and held it in 3 quarters. The position peaked at $440K in Q3 2025. 1,064 funds tracked by Wall St. Rank hold DGX as of Q1 2026.

  • Optimize Financial reported no remaining Quest Diagnostics position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 2,343 Quest Diagnostics shares in Q1 2026, an estimated $407K.
  • Optimize Financial first reported a position in Quest Diagnostics in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Quest Diagnostics position peaked at $440K in Q3 2025.
  • 1,064 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.