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Peak Retirement Planning’s Quest Diagnostics DGX Stock Holding History

Peak Retirement Planning’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 		– Sell
-9,775
Closed -$1.86M – 146
2025
Q3 		$1.86M Buy
9,775
+2,439
+33% +$433K 0.52% 50
2025
Q2 		$1.32M Buy
7,336
+1,485
+25% +$258K 0.53% 56
2025
Q1 		$990K Sell
5,851
-1,220
-17% -$200K 0.55% 63
2024
Q4 		$825K Buy
+7,071
New +$1.1M 0.56% 57

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Peak Retirement Planning's DGX Position: Q4 2025 in Review

Peak Retirement Planning sold out of Quest Diagnostics (DGX) in Q4 2025, closing a stake of 9,775 shares — an estimated $1.86M sold.

Peak Retirement Planning first reported a position in DGX in Q4 2024 and held it in 4 quarters. The position peaked at $1.86M in Q3 2025. 1,050 funds tracked by Wall St. Rank hold DGX as of Q4 2025.

  • Peak Retirement Planning reported no remaining Quest Diagnostics position as of Q4 2025 after selling out during the quarter.
  • Peak Retirement Planning sold 9,775 Quest Diagnostics shares in Q4 2025, an estimated $1.86M.
  • Peak Retirement Planning first reported a position in Quest Diagnostics in Q4 2024 and held it in 4 quarters.
  • Peak Retirement Planning's Quest Diagnostics position peaked at $1.86M in Q3 2025.
  • 1,050 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2025.

Based on Peak Retirement Planning's 13F filing for Q4 2025, filed 10 Feb 2026.