Sierra Ocean’s Quest Diagnostics DGX Stock Holding History

Sierra Ocean’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	-193	Closed	-$34.7K	–	288
2025 Q2	$34.7K	Sell	193 -34	-15%	-$5.91K	0.03%	236
2025 Q1	$38.4K	Buy	227 +6	+3%	+$986	0.03%	209
2024 Q4	$33.4K	Buy	+221	New	+$34.4K	0.03%	221

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sierra Ocean's DGX Position: Q3 2025 in Review

Sierra Ocean sold out of Quest Diagnostics (DGX) in Q3 2025, closing a stake of 193 shares — an estimated $34.7K sold.

Sierra Ocean first reported a position in DGX in Q4 2024 and held it in 3 quarters. The position peaked at $38.4K in Q1 2025. 1,005 funds tracked by Wall St. Rank hold DGX as of Q3 2025.

Sierra Ocean reported no remaining Quest Diagnostics position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 193 Quest Diagnostics shares in Q3 2025, an estimated $34.7K.
Sierra Ocean first reported a position in Quest Diagnostics in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Quest Diagnostics position peaked at $38.4K in Q1 2025.
1,005 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.