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Talon Private Wealth’s Quest Diagnostics DGX Stock Holding History

Talon Private Wealth’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 		$305K Buy
1,698
+202
+14% +$35.1K 0.04% 144
2025
Q1 		$253K Sell
1,496
-869
-37% -$143K 0.03% 157
2024
Q4 		$357K Buy
+2,365
New +$368K 0.07% 103

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

Talon Private Wealth's DGX Position: Q2 2025 in Review

Talon Private Wealth increased its Quest Diagnostics (DGX) stake by 14% in Q2 2025, buying an estimated $35.1K and bringing the position to 1,698 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #144.

Talon Private Wealth first reported a position in DGX in Q4 2024 and has held it in 3 quarters since. The position peaked at $357K in Q4 2024. 990 funds tracked by Wall St. Rank hold DGX as of Q2 2025.

  • Talon Private Wealth held 1,698 shares of Quest Diagnostics worth $305K as of Q2 2025.
  • Talon Private Wealth bought 202 Quest Diagnostics shares in Q2 2025, an estimated $35.1K.
  • Quest Diagnostics made up 0.04% of Talon Private Wealth's portfolio in Q2 2025, its #144 holding.
  • Talon Private Wealth first reported a position in Quest Diagnostics in Q4 2024 and has held it in 3 quarters since.
  • Talon Private Wealth's Quest Diagnostics position peaked at $357K in Q4 2024.
  • 990 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.