Apexium Financial’s Hologic HOLX Stock Holding History

Apexium Financial’s Portfolio HOLX Stock Details HOLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$317K	Sell	4,698 -100	-2%	-$6.64K	0.02%	238
2025 Q2	$313K	Buy	4,798 +75	+2%	+$4.5K	0.02%	230
2025 Q1	$292K	Sell	4,723 -25	-0.5%	-$1.66K	0.02%	224
2024 Q4	$342K	Sell	4,748 -100	-2%	-$7.81K	0.02%	197
2024 Q3	$395K	Sell	4,848 -89	-2%	-$7.12K	0.03%	162
2024 Q2	$367K	Buy	4,937 +1,675	+51%	+$126K	0.03%	160
2024 Q1	$254K	Hold	3,262	–	–	0.02%	193
2023 Q4	$233K	Hold	3,262	–	–	0.02%	240
2023 Q3	$226K	Hold	3,262	–	–	0.02%	193
2023 Q2	$264K	Buy	3,262 +14	+0.4%	+$1.14K	0.02%	189
2023 Q1	$262K	Hold	3,248	–	–	0.03%	184
2022 Q4	$243K	Hold	3,248	–	–	0.03%	182
2022 Q3	$210K	Buy	+3,248	New	+$225K	0.03%	184

Other funds holding HOLX

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Apexium Financial's HOLX Position: Q3 2025 in Review

Apexium Financial reduced its Hologic (HOLX) stake by 2.1% in Q3 2025, selling an estimated $6.64K and leaving 4,698 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #238.

Apexium Financial first reported a position in HOLX in Q3 2022 and has held it in 13 quarters since. The position peaked at $395K in Q3 2024. 738 funds tracked by Wall St. Rank hold HOLX as of Q3 2025.

Apexium Financial held 4,698 shares of Hologic worth $317K as of Q3 2025.
Apexium Financial sold 100 Hologic shares in Q3 2025, an estimated $6.64K.
Hologic made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #238 holding.
Apexium Financial first reported a position in Hologic in Q3 2022 and has held it in 13 quarters since.
Apexium Financial's Hologic position peaked at $395K in Q3 2024.
738 funds tracked by Wall St. Rank held Hologic as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.