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Richards, Merrill & Peterson’s Quest Diagnostics DGX Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-23
Closed -$3.89K – 267
2025
Q1 		$3.89K Hold
23
– – ﹤0.01% 446
2024
Q4 		$3.47K Buy
+23
New +$3.58K ﹤0.01% 442

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Richards, Merrill & Peterson's DGX Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Quest Diagnostics (DGX) in Q2 2025, closing a stake of 23 shares — an estimated $3.89K sold.

Richards, Merrill & Peterson first reported a position in DGX in Q4 2024 and held it in 2 quarters. The position peaked at $3.89K in Q1 2025. 990 funds tracked by Wall St. Rank hold DGX as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Quest Diagnostics position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 23 Quest Diagnostics shares in Q2 2025, an estimated $3.89K.
  • Richards, Merrill & Peterson first reported a position in Quest Diagnostics in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Quest Diagnostics position peaked at $3.89K in Q1 2025.
  • 990 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.