BWM
HOLX

Bernard Wealth Management’s Hologic HOLX Stock Holding History

Bernard 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
2026
Q2 		– Sell
-10
Closed -$756 – 342
2026
Q1 		$756 Hold
10
– – ﹤0.01% 319
2025
Q4 		$745 Hold
10
– – ﹤0.01% 311
2025
Q3 		$675 Hold
10
– – ﹤0.01% 303
2025
Q2 		$652 Hold
10
– – ﹤0.01% 286
2025
Q1 		$618 Hold
10
– – ﹤0.01% 362
2024
Q4 		$721 Buy
+10
New +$781 ﹤0.01% 293

Other funds holding HOLX

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bernard Wealth Management's HOLX Position: Q2 2026 in Review

Bernard Wealth Management sold out of Hologic (HOLX) in Q2 2026, closing a stake of 10 shares — an estimated $756 sold.

Bernard Wealth Management first reported a position in HOLX in Q4 2024 and held it in 6 quarters. The position peaked at $756 in Q1 2026. 3 funds tracked by Wall St. Rank hold HOLX as of Q2 2026.

  • Bernard Wealth Management reported no remaining Hologic position as of Q2 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 10 Hologic shares in Q2 2026, an estimated $756.
  • Bernard Wealth Management first reported a position in Hologic in Q4 2024 and held it in 6 quarters.
  • Bernard Wealth Management's Hologic position peaked at $756 in Q1 2026.
  • 3 funds tracked by Wall St. Rank held Hologic as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.