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Stonebridge Financial Group (Pennsylvania)’s Quest Diagnostics DGX Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-51
Closed -$8.63K – 403
2025
Q1 		$8.63K Buy
51
+1
+2% +$164 ﹤0.01% 621
2024
Q4 		$7.54K Buy
+50
New +$7.78K ﹤0.01% 624

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

Stonebridge Financial Group (Pennsylvania)'s DGX Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Quest Diagnostics (DGX) in Q2 2025, closing a stake of 51 shares — an estimated $8.63K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in DGX in Q4 2024 and held it in 2 quarters. The position peaked at $8.63K in Q1 2025. 990 funds tracked by Wall St. Rank hold DGX as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Quest Diagnostics position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 51 Quest Diagnostics shares in Q2 2025, an estimated $8.63K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Quest Diagnostics in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Quest Diagnostics position peaked at $8.63K in Q1 2025.
  • 990 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.