Plante Moran Financial Advisors’s Quest Diagnostics DGX Stock Holding History

Plante Moran Financial Advisors’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 Q3	–	Sell	-46	Closed	-$8.26K	–	812
2025 Q2	$8.26K	Hold	46	–	–	﹤0.01%	586
2025 Q1	$7.78K	Hold	46	–	–	﹤0.01%	603
2024 Q4	$6.94K	Hold	46	–	–	﹤0.01%	642
2024 Q3	$7.14K	Hold	46	–	–	﹤0.01%	643
2024 Q2	$6.3K	Hold	46	–	–	﹤0.01%	629
2024 Q1	$6.12K	Hold	46	–	–	﹤0.01%	671
2023 Q4	$6.34K	Hold	46	–	–	﹤0.01%	620
2023 Q3	$5.61K	Hold	46	–	–	﹤0.01%	591
2023 Q2	$6.47K	Hold	46	–	–	﹤0.01%	610
2023 Q1	$6.51K	Hold	46	–	–	﹤0.01%	622
2022 Q4	$7.2K	Hold	46	–	–	﹤0.01%	619
2022 Q3	$6K	Hold	46	–	–	﹤0.01%	657
2022 Q2	$6K	Hold	46	–	–	﹤0.01%	677
2022 Q1	$6K	Sell	46 -27	-37%	-$3.76K	﹤0.01%	650
2021 Q4	$13K	Buy	+73	New	+$11.1K	﹤0.01%	632
2020 Q4	–	Sell	-67	Closed	-$8K	–	906
2020 Q3	$8K	Buy	+67	New	+$7.92K	﹤0.01%	630
2020 Q1	–	Sell	-366	Closed	-$39K	–	751
2019 Q4	$39K	Hold	366	–	–	0.01%	353
2019 Q3	$39K	Hold	366	–	–	0.01%	377
2019 Q2	$37K	Buy	+366	New	+$35.2K	0.01%	386
2019 Q1	–	Sell	-65	Closed	-$5K	–	804
2018 Q4	$5K	Buy	+65	New	+$6.09K	﹤0.01%	592

Other funds holding DGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Plante Moran Financial Advisors's DGX Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of Quest Diagnostics (DGX) in Q3 2025, closing a stake of 46 shares — an estimated $8.26K sold.

Plante Moran Financial Advisors first reported a position in DGX in Q4 2018 and held it in 20 quarters. The position peaked at $39K in Q4 2019. 1,005 funds tracked by Wall St. Rank hold DGX as of Q3 2025.

Plante Moran Financial Advisors reported no remaining Quest Diagnostics position as of Q3 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 46 Quest Diagnostics shares in Q3 2025, an estimated $8.26K.
Plante Moran Financial Advisors first reported a position in Quest Diagnostics in Q4 2018 and held it in 20 quarters.
Plante Moran Financial Advisors's Quest Diagnostics position peaked at $39K in Q4 2019.
1,005 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.