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Soltis Investment Advisors’s Quest Diagnostics DGX Stock Holding History

Soltis 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
Q4 		– Sell
-14,053
Closed -$2.68M – 536
2025
Q3 		$2.68M Buy
14,053
+1,528
+12% +$271K 0.19% 119
2025
Q2 		$2.25M Sell
12,525
-10,534
-46% -$1.83M 0.18% 119
2025
Q1 		$3.9M Buy
+23,059
New +$3.79M 0.35% 80

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 $3.37T AUM 44.26% 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

Soltis Investment Advisors's DGX Position: Q4 2025 in Review

Soltis Investment Advisors sold out of Quest Diagnostics (DGX) in Q4 2025, closing a stake of 14,053 shares — an estimated $2.68M sold.

Soltis Investment Advisors first reported a position in DGX in Q1 2025 and held it in 3 quarters. The position peaked at $3.9M in Q1 2025. 1,050 funds tracked by Wall St. Rank hold DGX as of Q4 2025.

  • Soltis Investment Advisors reported no remaining Quest Diagnostics position as of Q4 2025 after selling out during the quarter.
  • Soltis Investment Advisors sold 14,053 Quest Diagnostics shares in Q4 2025, an estimated $2.68M.
  • Soltis Investment Advisors first reported a position in Quest Diagnostics in Q1 2025 and held it in 3 quarters.
  • Soltis Investment Advisors's Quest Diagnostics position peaked at $3.9M in Q1 2025.
  • 1,050 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2025.

Based on Soltis Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.