AWM
HOLX

Avior Wealth Management’s Hologic HOLX Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-36
Closed -$2.6K – 1447
2024
Q4 		$2.6K Sell
36
-39
-52% -$3.05K ﹤0.01% 2066
2024
Q3 		$6.11K Sell
75
-22
-23% -$1.76K ﹤0.01% 1708
2024
Q2 		$7.2K Sell
97
-249
-72% -$18.7K ﹤0.01% 1610
2024
Q1 		$27K Sell
346
-83
-19% -$6.17K ﹤0.01% 1477
2023
Q4 		$30.7K Sell
429
-21
-5% -$1.46K ﹤0.01% 815
2023
Q3 		$31.2K Sell
450
-2
-0.4% -$151 ﹤0.01% 859
2023
Q2 		$36.6K Buy
452
+387
+595% +$31.6K ﹤0.01% 829
2023
Q1 		$5.25K Buy
+65
New +$5.23K ﹤0.01% 1186
2019
Q1 		– Sell
-5,744
Closed -$236K – 676
2018
Q4 		$236K Hold
5,744
– – 0.06% 283
2018
Q3 		$235K Hold
5,744
– – 0.05% 309
2018
Q2 		$228K Buy
5,744
+75
+1% +$2.88K 0.05% 299
2018
Q1 		$212K Buy
5,669
+89
+2% +$3.6K 0.05% 295
2017
Q4 		$239K Buy
+5,580
New +$223K 0.05% 289

Other funds holding HOLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avior Wealth Management's HOLX Position: Q1 2025 in Review

Avior Wealth Management sold out of Hologic (HOLX) in Q1 2025, closing a stake of 36 shares — an estimated $2.6K sold.

Avior Wealth Management first reported a position in HOLX in Q4 2017 and held it in 13 quarters. The position peaked at $239K in Q4 2017. 706 funds tracked by Wall St. Rank hold HOLX as of Q1 2025.

  • Avior Wealth Management reported no remaining Hologic position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 36 Hologic shares in Q1 2025, an estimated $2.6K.
  • Avior Wealth Management first reported a position in Hologic in Q4 2017 and held it in 13 quarters.
  • Avior Wealth Management's Hologic position peaked at $239K in Q4 2017.
  • 706 funds tracked by Wall St. Rank held Hologic as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.