Schechter Investment Advisors’s Quest Diagnostics DGX Stock Holding History

Schechter Investment 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 Q1	$491K	Buy	+2,899	New	+$476K	0.04%	372

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

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

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Schechter Investment Advisors's DGX Position: Q1 2025 in Review

Schechter Investment Advisors opened a new position in Quest Diagnostics (DGX) in Q1 2025: 2,899 shares worth $491K. The stake represents 0.04% of the portfolio and ranks #372 among its holdings.

967 funds tracked by Wall St. Rank hold DGX as of Q1 2025.

Schechter Investment Advisors held 2,899 shares of Quest Diagnostics worth $491K as of Q1 2025.
Quest Diagnostics was a new Schechter Investment Advisors position in Q1 2025.
Quest Diagnostics made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #372 holding.
967 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.