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Sheaff Brock Investment Advisors’s Quest Diagnostics DGX Stock Holding History

Sheaff Brock 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 		– Sell
-7,125
Closed -$1.07M – 467
2024
Q4 		$1.07M Buy
+7,125
New +$1.11M 0.09% 165
2017
Q2 		– Sell
-6,666
Closed -$655K – 615
2017
Q1 		$655K Sell
6,666
-4,500
-40% -$429K 0.09% 235
2016
Q4 		$1.03M Buy
11,166
+566
+5% +$48.8K 0.13% 150
2016
Q3 		$897K Buy
+10,600
New +$890K 0.12% 170

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 $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
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 Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Sheaff Brock Investment Advisors's DGX Position: Q1 2025 in Review

Sheaff Brock Investment Advisors sold out of Quest Diagnostics (DGX) in Q1 2025, closing a stake of 7,125 shares — an estimated $1.07M sold.

Sheaff Brock Investment Advisors first reported a position in DGX in Q3 2016 and held it in 4 quarters. The position peaked at $1.07M in Q4 2024. 968 funds tracked by Wall St. Rank hold DGX as of Q1 2025.

  • Sheaff Brock Investment Advisors reported no remaining Quest Diagnostics position as of Q1 2025 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 7,125 Quest Diagnostics shares in Q1 2025, an estimated $1.07M.
  • Sheaff Brock Investment Advisors first reported a position in Quest Diagnostics in Q3 2016 and held it in 4 quarters.
  • Sheaff Brock Investment Advisors's Quest Diagnostics position peaked at $1.07M in Q4 2024.
  • 968 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.