Optimum Investment Advisors’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $114K | Hold |
600
| – | – | 0.05% | 246 |
|
|
2025
Q2 | $108K | Hold |
600
| – | – | 0.05% | 241 |
|
|
2025
Q1 | $102K | Hold |
600
| – | – | 0.05% | 241 |
|
|
2024
Q4 | $90.5K | Hold |
600
| – | – | 0.04% | 266 |
|
|
2024
Q3 | $93.2K | Hold |
600
| – | – | 0.04% | 283 |
|
|
2024
Q2 | $82.1K | Hold |
600
| – | – | 0.04% | 290 |
|
|
2024
Q1 | $79.9K | Hold |
600
| – | – | 0.04% | 303 |
|
|
2023
Q4 | $82.7K | Hold |
600
| – | – | 0.04% | 283 |
|
|
2023
Q3 | $73.1K | Hold |
600
| – | – | 0.04% | 317 |
|
|
2023
Q2 | $84.3K | Hold |
600
| – | – | 0.04% | 303 |
|
|
2023
Q1 | $84.9K | Hold |
600
| – | – | 0.04% | 295 |
|
|
2022
Q4 | $93.9K | Hold |
600
| – | – | 0.05% | 276 |
|
|
2022
Q3 | $74K | Hold |
600
| – | – | 0.04% | 321 |
|
|
2022
Q2 | $80K | Hold |
600
| – | – | 0.04% | 320 |
|
|
2022
Q1 | $82K | Hold |
600
| – | – | 0.03% | 344 |
|
|
2021
Q4 | $104K | Hold |
600
| – | – | 0.04% | 334 |
|
|
2021
Q3 | $87K | Hold |
600
| – | – | 0.04% | 352 |
|
|
2021
Q2 | $79K | Sell |
600
-600
| -50% | -$78.6K | 0.02% | 419 |
|
|
2021
Q1 | $154K | Hold |
1,200
| – | – | 0.05% | 305 |
|
|
2020
Q4 | $143K | Hold |
1,200
| – | – | 0.04% | 302 |
|
|
2020
Q3 | $137K | Hold |
1,200
| – | – | 0.05% | 283 |
|
|
2020
Q2 | $137K | Hold |
1,200
| – | – | 0.05% | 280 |
|
|
2020
Q1 | $96K | Sell |
1,200
-300
| -20% | -$31.1K | 0.04% | 315 |
|
|
2019
Q4 | $160K | Buy |
1,500
+300
| +25% | +$31.3K | 0.05% | 310 |
|
|
2019
Q3 | $128K | Hold |
1,200
| – | – | 0.04% | 329 |
|
|
2019
Q2 | $122K | Hold |
1,200
| – | – | 0.04% | 337 |
|
|
2019
Q1 | $108K | Hold |
1,200
| – | – | 0.04% | 365 |
|
|
2018
Q4 | $100K | Sell |
1,200
-100
| -8% | -$9.38K | 0.03% | 359 |
|
|
2018
Q3 | $140K | Hold |
1,300
| – | – | 0.04% | 349 |
|
|
2018
Q2 | $143K | Hold |
1,300
| – | – | 0.04% | 345 |
|
|
2018
Q1 | $130K | Buy |
+1,300
| New | +$133K | 0.04% | 350 |
|
|
2015
Q1 | $115K | Hold |
1,500
| – | – | 0.04% | 357 |
|
|
2014
Q4 | $101K | Hold |
1,500
| – | – | 0.03% | 363 |
|
|
2014
Q3 | $91K | Hold |
1,500
| – | – | 0.03% | 364 |
|
|
2014
Q2 | $88K | Hold |
1,500
| – | – | 0.03% | 365 |
|
|
2014
Q1 | $87K | Hold |
1,500
| – | – | 0.03% | 322 |
|
|
2013
Q4 | $80K | Hold |
1,500
| – | – | 0.03% | 327 |
|
|
2013
Q3 | $93K | Buy |
+1,500
| New | +$89.8K | 0.04% | 286 |
|
Other funds holding DGX
Optimum Investment Advisors's DGX Position: Q3 2025 in Review
Optimum Investment Advisors held its Quest Diagnostics (DGX) position steady in Q3 2025 at 600 shares worth $114K. The position accounts for 0.05% of the portfolio, ranked #246.
Optimum Investment Advisors first reported a position in DGX in Q3 2013 and has held it in 38 quarters since. The position peaked at $160K in Q4 2019. 1,006 funds tracked by Wall St. Rank hold DGX as of Q3 2025.
- Optimum Investment Advisors held 600 shares of Quest Diagnostics worth $114K as of Q3 2025.
- Optimum Investment Advisors left its Quest Diagnostics share count unchanged in Q3 2025.
- Quest Diagnostics made up 0.05% of Optimum Investment Advisors's portfolio in Q3 2025, its #246 holding.
- Optimum Investment Advisors first reported a position in Quest Diagnostics in Q3 2013 and has held it in 38 quarters since.
- Optimum Investment Advisors's Quest Diagnostics position peaked at $160K in Q4 2019.
- 1,006 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.