CWM
HOLX

Congress Wealth Management’s Hologic HOLX Stock Holding History

Congress 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 		– Sell
-165,797
Closed -$13.5M – 896
2024
Q3 		$13.5M Buy
165,797
+23,280
+16% +$1.86M 0.18% 168
2024
Q2 		$10.6M Buy
142,517
+2,791
+2% +$209K 0.17% 166
2024
Q1 		$10.9M Buy
139,726
+33,809
+32% +$2.52M 0.19% 162
2023
Q4 		$7.57M Sell
105,917
-22,076
-17% -$1.54M 0.14% 186
2023
Q3 		$8.88M Sell
127,993
-247
-0.2% -$18.7K 0.18% 159
2023
Q2 		$10.4M Buy
+128,240
New +$10.5M 0.24% 132

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

Congress Wealth Management's HOLX Position: Q4 2024 in Review

Congress Wealth Management sold out of Hologic (HOLX) in Q4 2024, closing a stake of 165,797 shares — an estimated $13.5M sold.

Congress Wealth Management first reported a position in HOLX in Q2 2023 and held it in 6 quarters. The position peaked at $13.5M in Q3 2024. 719 funds tracked by Wall St. Rank hold HOLX as of Q4 2024.

  • Congress Wealth Management reported no remaining Hologic position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 165,797 Hologic shares in Q4 2024, an estimated $13.5M.
  • Congress Wealth Management first reported a position in Hologic in Q2 2023 and held it in 6 quarters.
  • Congress Wealth Management's Hologic position peaked at $13.5M in Q3 2024.
  • 719 funds tracked by Wall St. Rank held Hologic as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.