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Stratos Wealth Partners’s Quest Diagnostics DGX Stock Holding History

Stratos Wealth Partners’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
-1,479
Closed -$282K – 1610
2025
Q3 		$282K Buy
+1,479
New +$262K ﹤0.01% 1279
2024
Q3 		– Sell
-1,736
Closed -$238K – 1461
2024
Q2 		$238K Sell
1,736
-800
-32% -$110K ﹤0.01% 1194
2024
Q1 		$338K Buy
2,536
+55
+2% +$7.14K 0.01% 1048
2023
Q4 		$342K Buy
2,481
+798
+47% +$105K 0.01% 1020
2023
Q3 		$205K Buy
+1,683
New +$224K ﹤0.01% 1165
2018
Q4 		– Sell
-1,330
Closed -$144K – 1191
2018
Q3 		$144K Buy
+1,330
New +$146K 0.01% 973
2018
Q2 		– Sell
-2,429
Closed -$244K – 1333
2018
Q1 		$244K Buy
2,429
+1,080
+80% +$111K 0.01% 822
2017
Q4 		$133K Buy
+1,349
New +$128K 0.01% 1037
2017
Q3 		– Sell
-1,801
Closed -$200K – 929
2017
Q2 		$200K Buy
+1,801
New +$190K 0.01% 767
2015
Q2 		– Sell
-2,721
Closed -$209K – 539
2015
Q1 		$209K Sell
2,721
-351
-11% -$25.1K 0.02% 542
2014
Q4 		$206K Buy
+3,072
New +$194K 0.04% 443

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stratos Wealth Partners's DGX Position: Q4 2025 in Review

Stratos Wealth Partners sold out of Quest Diagnostics (DGX) in Q4 2025, closing a stake of 1,479 shares — an estimated $282K sold.

Stratos Wealth Partners first reported a position in DGX in Q4 2014 and held it in 11 quarters. The position peaked at $342K in Q4 2023. 1,049 funds tracked by Wall St. Rank hold DGX as of Q4 2025.

  • Stratos Wealth Partners reported no remaining Quest Diagnostics position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,479 Quest Diagnostics shares in Q4 2025, an estimated $282K.
  • Stratos Wealth Partners first reported a position in Quest Diagnostics in Q4 2014 and held it in 11 quarters.
  • Stratos Wealth Partners's Quest Diagnostics position peaked at $342K in Q4 2023.
  • 1,049 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2025.

Based on Stratos Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.