Wambolt & Associates’s Quest Diagnostics DGX Stock Holding History

Wambolt & Associates’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	$1.45M	Sell	8,069 -451	-5%	-$78.3K	0.49%	66
2025 Q1	$1.44M	Sell	8,520 -170	-2%	-$27.9K	0.49%	69
2024 Q4	$1.31M	Sell	8,690 -1,577	-15%	-$245K	0.42%	76
2024 Q3	$1.58M	Sell	10,267 -424	-4%	-$63.3K	0.43%	74
2024 Q2	$1.47M	Buy	10,691 +460	+4%	+$63K	0.43%	73
2024 Q1	$1.38M	Sell	10,231 -86	-0.8%	-$11.2K	0.41%	75
2023 Q4	$1.42M	Sell	10,317 -44	-0.4%	-$5.79K	0.47%	73
2023 Q3	$1.25M	Buy	10,361 +637	+7%	+$84.9K	0.45%	76
2023 Q2	$1.37M	Sell	9,724 -474	-5%	-$65.3K	0.49%	74
2023 Q1	$1.45M	Buy	10,198 +357	+4%	+$51.1K	0.52%	60
2022 Q4	$1.54M	Buy	9,841 +357	+4%	+$51.3K	0.59%	57
2022 Q3	$1.16M	Buy	+9,484	New	+$1.25M	0.49%	76

Other funds holding DGX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wambolt & Associates's DGX Position: Q2 2025 in Review

Wambolt & Associates reduced its Quest Diagnostics (DGX) stake by 5.3% in Q2 2025, selling an estimated $78.3K and leaving 8,069 shares worth $1.45M. The position accounts for 0.49% of the portfolio, ranked #66.

Wambolt & Associates first reported a position in DGX in Q3 2022 and has held it in 12 quarters since. The position peaked at $1.58M in Q3 2024. 991 funds tracked by Wall St. Rank hold DGX as of Q2 2025.

Wambolt & Associates held 8,069 shares of Quest Diagnostics worth $1.45M as of Q2 2025.
Wambolt & Associates sold 451 Quest Diagnostics shares in Q2 2025, an estimated $78.3K.
Quest Diagnostics made up 0.49% of Wambolt & Associates's portfolio in Q2 2025, its #66 holding.
Wambolt & Associates first reported a position in Quest Diagnostics in Q3 2022 and has held it in 12 quarters since.
Wambolt & Associates's Quest Diagnostics position peaked at $1.58M in Q3 2024.
991 funds tracked by Wall St. Rank held Quest Diagnostics as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.