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Whipplewood Advisors’s Quest Diagnostics DGX Stock Holding History

Whipplewood 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
Q3 		– Sell
-94
Closed -$16.9K – 535
2025
Q2 		$16.9K Buy
94
+63
+203% +$10.9K 0.01% 492
2025
Q1 		$15.2K Buy
31
+16
+107% +$2.63K 0.01% 494
2024
Q4 		$2.26K Buy
+15
New +$2.33K ﹤0.01% 851

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

Whipplewood Advisors's DGX Position: Q3 2025 in Review

Whipplewood Advisors sold out of Quest Diagnostics (DGX) in Q3 2025, closing a stake of 94 shares — an estimated $16.9K sold.

Whipplewood Advisors first reported a position in DGX in Q4 2024 and held it in 3 quarters. The position peaked at $16.9K in Q2 2025. 1,005 funds tracked by Wall St. Rank hold DGX as of Q3 2025.

  • Whipplewood Advisors reported no remaining Quest Diagnostics position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 94 Quest Diagnostics shares in Q3 2025, an estimated $16.9K.
  • Whipplewood Advisors first reported a position in Quest Diagnostics in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Quest Diagnostics position peaked at $16.9K in Q2 2025.
  • 1,005 funds tracked by Wall St. Rank held Quest Diagnostics as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.