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Tortoise Investment Management’s Quest Diagnostics DGX Stock Holding History

Tortoise Investment Management’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
-11
Closed -$2.1K – 543
2025
Q3 		$2.1K Buy
11
+4
+57% +$710 ﹤0.01% 858
2025
Q2 		$1.26K Buy
+7
New +$1.22K ﹤0.01% 908
2021
Q1 		– Sell
-100
Closed -$12K – 585
2020
Q4 		$12K Buy
100
+25
+33% +$3.05K ﹤0.01% 393
2020
Q3 		$9K Buy
+75
New +$8.86K ﹤0.01% 389

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

Tortoise Investment Management's DGX Position: Q4 2025 in Review

Tortoise Investment Management sold out of Quest Diagnostics (DGX) in Q4 2025, closing a stake of 11 shares — an estimated $2.1K sold.

Tortoise Investment Management first reported a position in DGX in Q3 2020 and held it in 4 quarters. The position peaked at $12K in Q4 2020. 1,050 funds tracked by Wall St. Rank hold DGX as of Q4 2025.

  • Tortoise Investment Management reported no remaining Quest Diagnostics position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 11 Quest Diagnostics shares in Q4 2025, an estimated $2.1K.
  • Tortoise Investment Management first reported a position in Quest Diagnostics in Q3 2020 and held it in 4 quarters.
  • Tortoise Investment Management's Quest Diagnostics position peaked at $12K in Q4 2020.
  • 1,050 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.