CSWM
HOLX

Cassady Schiller Wealth Management’s Hologic HOLX Stock Holding History

Cassady Schiller 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
2024
Q4 		$721 Buy
10
+4
+67% +$312 ﹤0.01% 871
2024
Q3 		$489 Hold
6
– – ﹤0.01% 441
2024
Q2 		$446 Hold
6
– – ﹤0.01% 450
2024
Q1 		$468 Buy
+6
New +$446 ﹤0.01% 481

Other funds holding HOLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cassady Schiller Wealth Management's HOLX Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Hologic (HOLX) stake by 67% in Q4 2024, buying an estimated $312 and bringing the position to 10 shares worth $721. The position accounts for ﹤0.01% of the portfolio, ranked #871.

Cassady Schiller Wealth Management first reported a position in HOLX in Q1 2024 and has held it in 4 quarters since. 718 funds tracked by Wall St. Rank hold HOLX as of Q4 2024.

  • Cassady Schiller Wealth Management held 10 shares of Hologic worth $721 as of Q4 2024.
  • Cassady Schiller Wealth Management bought 4 Hologic shares in Q4 2024, an estimated $312.
  • Hologic made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #871 holding.
  • Cassady Schiller Wealth Management first reported a position in Hologic in Q1 2024 and has held it in 4 quarters since.
  • 718 funds tracked by Wall St. Rank held Hologic as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.