DGX — QUEST DIAGNOSTICS INC

Ownership history in CreativeOne Wealth, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in QUEST DIAGNOSTICS INC (DGX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.09% (2022 Q4)
Avg. % of fund
0.04%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,093 -1,214 -16.6% 0.03% $1.2M $188.87
2025 Q2 ADDED 7,307 +898 +14.0% 0.03% $1.3M $177.22
2025 Q1 REDUCED 6,409 -71 -1.1% 0.03% $1.1M $166.11
2024 Q4 ADDED 6,480 +1,137 +21.3% 0.03% $977K $147.39
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DGX price (monthly, adj. close)

Other funds also holding DGX

As of 2025 Q4 — sorted by position size

IVY LANE CAPITAL MANAGEMENT, LLC 3Y 6.36% Paradiem, LLC 3Y 3.27% EdgePoint Investment Group Inc. 3Y 7Y 2.37% SGL Investment Advisors, Inc. 2.19% FIDUCIARY MANAGEMENT INC /WI/ 3Y 7Y 2.0% DELTA CAPITAL MANAGEMENT LLC 3Y 7Y 1.73% Atwater Malick LLC 3Y 7Y 1.69% JGP Wealth Management, LLC 3Y 7Y 1.48% CRAWFORD INVESTMENT COUNSEL INC 3Y 7Y 1.43% Olstein Capital Management, L.P. 3Y 7Y 1.42%
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