BFP
HOLX

Briaud Financial Planning’s Hologic HOLX Stock Holding History

Briaud Financial Planning’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 		– Sell
-1,000
Closed -$65K – 159
2025
Q2 		$65K Hold
1,000
– – 0.03% 86
2025
Q1 		$61K Hold
1,000
– – 0.02% 78
2024
Q4 		$72K Buy
+1,000
New +$78.1K 0.03% 65

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 $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
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

Briaud Financial Planning's HOLX Position: Q3 2025 in Review

Briaud Financial Planning sold out of Hologic (HOLX) in Q3 2025, closing a stake of 1,000 shares — an estimated $65K sold.

Briaud Financial Planning first reported a position in HOLX in Q4 2024 and held it in 3 quarters. The position peaked at $72K in Q4 2024. 739 funds tracked by Wall St. Rank hold HOLX as of Q3 2025.

  • Briaud Financial Planning reported no remaining Hologic position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 1,000 Hologic shares in Q3 2025, an estimated $65K.
  • Briaud Financial Planning first reported a position in Hologic in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's Hologic position peaked at $72K in Q4 2024.
  • 739 funds tracked by Wall St. Rank held Hologic as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.