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Orion Portfolio Solutions’s Quest Diagnostics DGX Stock Holding History

Orion Portfolio Solutions’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
Q1 		$3.48M Sell
20,574
-288
-1% -$47.3K 0.03% 473
2024
Q4 		$3.15M Buy
20,862
+1,125
+6% +$175K 0.03% 488
2024
Q3 		$3.06M Buy
19,737
+3,837
+24% +$573K 0.03% 494
2024
Q2 		$2.18M Sell
15,900
-560
-3% -$76.7K 0.02% 614
2024
Q1 		$2.19M Sell
16,460
-3,184
-16% -$413K 0.02% 622
2023
Q4 		$2.78M Sell
19,644
-1,237
-6% -$163K 0.03% 476
2023
Q3 		$2.54M Sell
20,881
-692
-3% -$92.2K 0.03% 511
2023
Q2 		$3.03M Buy
21,573
+13,061
+153% +$1.8M 0.03% 482
2023
Q1 		$1.2M Buy
+8,512
New +$1.22M 0.01% 805
2021
Q3 		– Sell
-2,242
Closed -$296K – 648
2021
Q2 		$296K Buy
2,242
+31
+1% +$4.06K 0.01% 498
2021
Q1 		$284K Buy
+2,211
New +$272K 0.01% 451
2020
Q3 		– Sell
-550
Closed -$63K – 809
2020
Q2 		$63K Buy
550
+269
+96% +$28.5K ﹤0.01% 655
2020
Q1 		$23K Buy
281
+28
+11% +$2.9K ﹤0.01% 791
2019
Q4 		$27K Buy
+253
New +$26.4K ﹤0.01% 696

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Orion Portfolio Solutions's DGX Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Quest Diagnostics (DGX) stake by 1.4% in Q1 2025, selling an estimated $47.3K and leaving 20,574 shares worth $3.48M. The position accounts for 0.03% of the portfolio, ranked #473.

Orion Portfolio Solutions first reported a position in DGX in Q4 2019 and has held it in 14 quarters since. 967 funds tracked by Wall St. Rank hold DGX as of Q1 2025.

  • Orion Portfolio Solutions held 20,574 shares of Quest Diagnostics worth $3.48M as of Q1 2025.
  • Orion Portfolio Solutions sold 288 Quest Diagnostics shares in Q1 2025, an estimated $47.3K.
  • Quest Diagnostics made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #473 holding.
  • Orion Portfolio Solutions first reported a position in Quest Diagnostics in Q4 2019 and has held it in 14 quarters since.
  • 967 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.