Ownership history in Dynamic Advisor Solutions LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Dynamic Advisor Solutions 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 4,082 | +52 | +1.3% | 0.02% | $778K | $188.87 |
| 2025 Q2 | REDUCED | 4,030 | -36 | -0.9% | 0.02% | $724K | $177.22 |
| 2025 Q1 | REDUCED | 4,066 | -107 | -2.6% | 0.02% | $688K | $166.11 |
| 2024 Q4 | REDUCED | 4,173 | -184 | -4.2% | 0.03% | $630K | $147.39 |
| 2024 Q3 | ADDED | 4,357 | +1,412 | +47.9% | 0.02% | $676K | $150.93 |
| 2020 Q2 | ADDED | 2,945 | +437 | +17.4% | 0.05% | $336K | $101.84 |
| 2020 Q1 | REDUCED | 2,508 | -7,348 | -74.6% | 0.04% | $201K | $71.21 |
| 2014 Q1 | INITIATED | 9,856 | — | — | 0.39% | $571K | $45.42 |
As of 2025 Q4 — sorted by position size