Beverly Hills Private Wealth’s Hologic HOLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-4,269
Closed -$323K 310
2026
Q1
$323K Sell
4,269
-214
-5% -$16.1K 0.05% 255
2025
Q4
$334K Sell
4,483
-256
-5% -$18.7K 0.06% 232
2025
Q3
$320K Sell
4,739
-160
-3% -$10.6K 0.06% 253
2025
Q2
$319K Sell
4,899
-274
-5% -$16.4K 0.06% 254
2025
Q1
$320K Buy
5,173
+180
+4% +$11.9K 0.06% 250
2024
Q4
$360K Sell
4,993
-832
-14% -$65K 0.07% 217
2024
Q3
$475K Sell
5,825
-1,235
-17% -$98.8K 0.1% 195
2024
Q2
$524K Sell
7,060
-500
-7% -$37.5K 0.11% 178
2024
Q1
$589K Sell
7,560
-525
-6% -$39.1K 0.14% 165
2023
Q4
$578K Sell
8,085
-751
-8% -$52.3K 0.15% 146
2023
Q3
$613K Sell
8,836
-8,957
-50% -$677K 0.18% 123
2023
Q2
$1.35M Buy
17,793
+9,093
+105% +$743K 0.22% 104
2023
Q1
$702K Buy
8,700
+1,457
+20% +$117K 0.22% 105
2022
Q4
$542K Buy
+7,243
New +$516K 0.24% 103

Other funds holding HOLX

Beverly Hills Private Wealth's HOLX Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Hologic (HOLX) in Q2 2026, closing a stake of 4,269 shares — an estimated $323K sold.

Beverly Hills Private Wealth first reported a position in HOLX in Q4 2022 and held it in 14 quarters. The position peaked at $1.35M in Q2 2023. 3 funds tracked by Wall St. Rank hold HOLX as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Hologic position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 4,269 Hologic shares in Q2 2026, an estimated $323K.
  • Beverly Hills Private Wealth first reported a position in Hologic in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Hologic position peaked at $1.35M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Hologic as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.