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Rise Advisors’s Quest Diagnostics DGX Stock Holding History

Rise 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
Q4 		– Sell
-65
Closed -$12.4K – 459
2025
Q3 		$12.4K Hold
65
– – ﹤0.01% 877
2025
Q2 		$11.7K Hold
65
– – ﹤0.01% 890
2025
Q1 		$11K Buy
+65
New +$10.7K ﹤0.01% 904
2023
Q2 		– Sell
-41
Closed -$5.85K – 707
2023
Q1 		$5.85K Hold
41
– – ﹤0.01% 431
2022
Q4 		$6.44K Hold
41
– – 0.01% 412
2022
Q3 		$5K Hold
41
– – ﹤0.01% 430
2022
Q2 		$5K Hold
41
– – 0.01% 433
2022
Q1 		$6K Buy
41
+1
+3% +$139 0.01% 390
2021
Q4 		$6.98K Buy
+40
New +$6.09K 0.01% 365

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 $3.38T AUM 44.17% 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

Rise Advisors's DGX Position: Q4 2025 in Review

Rise Advisors sold out of Quest Diagnostics (DGX) in Q4 2025, closing a stake of 65 shares — an estimated $12.4K sold.

Rise Advisors first reported a position in DGX in Q4 2021 and held it in 9 quarters. The position peaked at $12.4K in Q3 2025. 1,050 funds tracked by Wall St. Rank hold DGX as of Q4 2025.

  • Rise Advisors reported no remaining Quest Diagnostics position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 65 Quest Diagnostics shares in Q4 2025, an estimated $12.4K.
  • Rise Advisors first reported a position in Quest Diagnostics in Q4 2021 and held it in 9 quarters.
  • Rise Advisors's Quest Diagnostics position peaked at $12.4K in Q3 2025.
  • 1,050 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.