CWC
HOLX

Carolinas Wealth Consulting’s Hologic HOLX Stock Holding History

Carolinas Wealth Consulting’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
-18
Closed -$1.3K – 1050
2024
Q4 		$1.3K Hold
18
– – ﹤0.01% 901
2024
Q3 		$1.47K Hold
18
– – ﹤0.01% 865
2024
Q2 		$1.34K Hold
18
– – ﹤0.01% 865
2024
Q1 		$1.4K Hold
18
– – ﹤0.01% 842
2023
Q4 		$1.29K Sell
18
-93
-84% -$6.47K ﹤0.01% 798
2023
Q3 		$7.34K Sell
111
-24
-18% -$1.81K ﹤0.01% 558
2023
Q2 		$10.9K Sell
135
-50
-27% -$4.09K ﹤0.01% 582
2023
Q1 		$14.9K Sell
185
-95
-34% -$7.65K ﹤0.01% 540
2022
Q4 		$20.9K Hold
280
– – ﹤0.01% 489
2022
Q3 		$18K Hold
280
– – ﹤0.01% 459
2022
Q2 		$19K Buy
280
+95
+51% +$7.05K ﹤0.01% 458
2022
Q1 		$14K Hold
185
– – ﹤0.01% 553
2021
Q4 		$14K Hold
185
– – ﹤0.01% 565
2021
Q3 		$14K Hold
185
– – ﹤0.01% 540
2021
Q2 		$12K Hold
185
– – ﹤0.01% 586
2021
Q1 		$14K Sell
185
-36
-16% -$2.73K ﹤0.01% 577
2020
Q4 		$16K Hold
221
– – ﹤0.01% 512
2020
Q3 		$15K Buy
221
+203
+1,128% +$12.8K 0.01% 426
2020
Q2 		$1K Buy
+18
New +$883 ﹤0.01% 571

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 $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $432B AUM 30.22% 1-Year Est. Return

Carolinas Wealth Consulting's HOLX Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Hologic (HOLX) in Q1 2025, closing a stake of 18 shares — an estimated $1.3K sold.

Carolinas Wealth Consulting first reported a position in HOLX in Q2 2020 and held it in 19 quarters. The position peaked at $20.9K in Q4 2022. 706 funds tracked by Wall St. Rank hold HOLX as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Hologic position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 18 Hologic shares in Q1 2025, an estimated $1.3K.
  • Carolinas Wealth Consulting first reported a position in Hologic in Q2 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Hologic position peaked at $20.9K in Q4 2022.
  • 706 funds tracked by Wall St. Rank held Hologic as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.