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Scharf Investments’s Quest Diagnostics DGX Stock Holding History

Scharf Investments’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
-1,413
Closed -$254K – 73
2025
Q2 		$254K Hold
1,413
– – 0.01% 60
2025
Q1 		$239K Hold
1,413
– – 0.01% 60
2024
Q4 		$213K Hold
1,413
– – 0.01% 65
2024
Q3 		$219K Buy
+1,413
New +$211K 0.01% 64
2024
Q2 		– Sell
-1,758
Closed -$234K – 59
2024
Q1 		$234K Hold
1,758
– – 0.01% 54
2023
Q4 		$242K Hold
1,758
– – 0.01% 54
2023
Q3 		$214K Sell
1,758
-65
-4% -$8.66K 0.01% 49
2023
Q2 		$256K Hold
1,823
– – 0.01% 49
2023
Q1 		$258K Hold
1,823
– – 0.01% 48
2022
Q4 		$285K Sell
1,823
-75
-4% -$10.8K 0.01% 50
2022
Q3 		$233K Sell
1,898
-100
-5% -$13.2K 0.01% 50
2022
Q2 		$266K Sell
1,998
-403
-17% -$54.9K 0.01% 49
2022
Q1 		$329K Sell
2,401
-2,621
-52% -$365K 0.01% 47
2021
Q4 		$869K Sell
5,022
-235,626
-98% -$35.9M 0.03% 46
2021
Q3 		$35M Sell
240,648
-273,105
-53% -$40M 1.1% 25
2021
Q2 		$67.8M Sell
513,753
-133,624
-21% -$17.5M 2.06% 22
2021
Q1 		$83.1M Sell
647,377
-3,967
-0.6% -$489K 2.88% 19
2020
Q4 		$77.6M Sell
651,344
-11,429
-2% -$1.39M 2.92% 19
2020
Q3 		$75.9M Sell
662,773
-30,943
-4% -$3.66M 3.27% 16
2020
Q2 		$79.1M Sell
693,716
-18,248
-3% -$1.94M 3.54% 15
2020
Q1 		$57.2M Buy
+711,964
New +$73.7M 2.86% 17
2015
Q1 		– Sell
-4,000
Closed -$268K – 54
2014
Q4 		$268K Hold
4,000
– – 0.01% 49
2014
Q3 		$243K Hold
4,000
– – 0.01% 43
2014
Q2 		$235K Buy
+4,000
New +$234K 0.01% 40

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

Scharf Investments's DGX Position: Q3 2025 in Review

Scharf Investments sold out of Quest Diagnostics (DGX) in Q3 2025, closing a stake of 1,413 shares — an estimated $254K sold.

Scharf Investments first reported a position in DGX in Q2 2014 and held it in 24 quarters. The position peaked at $83.1M in Q1 2021. 1,006 funds tracked by Wall St. Rank hold DGX as of Q3 2025.

  • Scharf Investments reported no remaining Quest Diagnostics position as of Q3 2025 after selling out during the quarter.
  • Scharf Investments sold 1,413 Quest Diagnostics shares in Q3 2025, an estimated $254K.
  • Scharf Investments first reported a position in Quest Diagnostics in Q2 2014 and held it in 24 quarters.
  • Scharf Investments's Quest Diagnostics position peaked at $83.1M in Q1 2021.
  • 1,006 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2025.

Based on Scharf Investments's 13F filing for Q3 2025, filed 13 Nov 2025.