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Strategies Wealth Advisors’s Quest Diagnostics DGX Stock Holding History

Strategies Wealth 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
-1,438
Closed -$238K – 181
2024
Q4 		$238K Buy
+1,438
New +$224K 0.03% 115

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $95.5B AUM 28.4% 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

Strategies Wealth Advisors's DGX Position: Q1 2025 in Review

Strategies Wealth Advisors sold out of Quest Diagnostics (DGX) in Q1 2025, closing a stake of 1,438 shares — an estimated $238K sold.

Strategies Wealth Advisors first reported a position in DGX in Q4 2024 and held it in 1 quarter. The position peaked at $238K in Q4 2024. 967 funds tracked by Wall St. Rank hold DGX as of Q1 2025.

  • Strategies Wealth Advisors reported no remaining Quest Diagnostics position as of Q1 2025 after selling out during the quarter.
  • Strategies Wealth Advisors sold 1,438 Quest Diagnostics shares in Q1 2025, an estimated $238K.
  • Strategies Wealth Advisors first reported a position in Quest Diagnostics in Q4 2024 and held it in 1 quarter.
  • Strategies Wealth Advisors's Quest Diagnostics position peaked at $238K in Q4 2024.
  • 967 funds tracked by Wall St. Rank held Quest Diagnostics as of Q1 2025.

Based on Strategies Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.