BRWA
HOLX

B. Riley Wealth Advisors’s Hologic HOLX Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-3,351
Closed -$207K – 1195
2025
Q1 		$207K Buy
+3,351
New +$222K 0.01% 1130
2024
Q2 		– Sell
-3,198
Closed -$222K – 1486
2024
Q1 		$222K Buy
3,198
+367
+13% +$27.3K 0.01% 1209
2023
Q4 		$202K Sell
2,831
-367
-11% -$25.6K 0.01% 1256
2023
Q3 		$222K Buy
3,198
+131
+4% +$9.9K 0.01% 1209
2023
Q2 		$248K Sell
3,067
-357
-10% -$29.2K 0.01% 1225
2023
Q1 		$276K Sell
3,424
-115
-3% -$9.26K 0.01% 1116
2022
Q4 		$265K Sell
3,539
-647
-15% -$46.1K 0.01% 1102
2022
Q3 		$271K Buy
4,186
+577
+16% +$40K 0.01% 1064
2022
Q2 		$251K Sell
3,609
-190
-5% -$14.1K 0.01% 954
2022
Q1 		$292K Sell
3,799
-158
-4% -$11.4K 0.01% 1025
2021
Q4 		$304K Sell
3,957
-162
-4% -$11.9K 0.01% 1066
2021
Q3 		$305K Buy
4,119
+204
+5% +$15.3K 0.01% 1029
2021
Q2 		$262K Buy
3,915
+298
+8% +$19.9K 0.01% 1094
2021
Q1 		$269K Buy
+3,617
New +$275K 0.01% 1053
2017
Q3 		– Sell
-4,455
Closed -$203K – 564
2017
Q2 		$203K Buy
+4,455
New +$197K 0.04% 476
2015
Q1 		– Sell
-1,400
Closed -$37K – 1186
2014
Q4 		$37K Buy
+1,400
New +$36.1K ﹤0.01% 2252
2014
Q3 		– Sell
-2,400
Closed -$60.8K – 1187
2014
Q2 		$60.8K Buy
+2,400
New +$56.1K 0.01% 939

Other funds holding HOLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

B. Riley Wealth Advisors's HOLX Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Hologic (HOLX) in Q2 2025, closing a stake of 3,351 shares — an estimated $207K sold.

B. Riley Wealth Advisors first reported a position in HOLX in Q2 2014 and held it in 17 quarters. The position peaked at $305K in Q3 2021. 693 funds tracked by Wall St. Rank hold HOLX as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Hologic position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,351 Hologic shares in Q2 2025, an estimated $207K.
  • B. Riley Wealth Advisors first reported a position in Hologic in Q2 2014 and held it in 17 quarters.
  • B. Riley Wealth Advisors's Hologic position peaked at $305K in Q3 2021.
  • 693 funds tracked by Wall St. Rank held Hologic as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.