Creative Planning’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 |
-109,718
| Closed | -$8.29M | – | 4352 |
|
|
2026
Q1 | $8.29M | Buy |
109,718
+8,762
| +9% | +$659K | 0.01% | 817 |
|
|
2025
Q4 | $7.52M | Buy |
100,956
+17,804
| +21% | +$1.3M | 0.01% | 744 |
|
|
2025
Q3 | $5.61M | Buy |
83,152
+10,030
| +14% | +$666K | ﹤0.01% | 803 |
|
|
2025
Q2 | $4.76M | Buy |
73,122
+50,953
| +230% | +$3.05M | ﹤0.01% | 782 |
|
|
2025
Q1 | $1.37M | Sell |
22,169
-3,013
| -12% | -$200K | ﹤0.01% | 1467 |
|
|
2024
Q4 | $1.82M | Sell |
25,182
-248
| -1% | -$19.4K | ﹤0.01% | 1194 |
|
|
2024
Q3 | $2.07M | Buy |
25,430
+3,617
| +17% | +$289K | ﹤0.01% | 1038 |
|
|
2024
Q2 | $1.62M | Buy |
21,813
+503
| +2% | +$37.7K | ﹤0.01% | 1098 |
|
|
2024
Q1 | $1.66M | Buy |
21,310
+1,963
| +10% | +$146K | ﹤0.01% | 1048 |
|
|
2023
Q4 | $1.38M | Buy |
19,347
+2,072
| +12% | +$144K | ﹤0.01% | 1080 |
|
|
2023
Q3 | $1.2M | Sell |
17,275
-347
| -2% | -$26.2K | ﹤0.01% | 1083 |
|
|
2023
Q2 | $1.43M | Buy |
17,622
+358
| +2% | +$29.3K | ﹤0.01% | 963 |
|
|
2023
Q1 | $1.39M | Buy |
17,264
+493
| +3% | +$39.7K | ﹤0.01% | 921 |
|
|
2022
Q4 | $1.25M | Buy |
16,771
+1,132
| +7% | +$80.6K | ﹤0.01% | 927 |
|
|
2022
Q3 | $1.01M | Sell |
15,639
-454
| -3% | -$31.4K | ﹤0.01% | 965 |
|
|
2022
Q2 | $1.11M | Buy |
16,093
+1,083
| +7% | +$80.4K | ﹤0.01% | 927 |
|
|
2022
Q1 | $1.15M | Sell |
15,010
-946
| -6% | -$68K | ﹤0.01% | 922 |
|
|
2021
Q4 | $1.22M | Buy |
15,956
+415
| +3% | +$30.5K | ﹤0.01% | 865 |
|
|
2021
Q3 | $1.15M | Buy |
15,541
+706
| +5% | +$52.9K | ﹤0.01% | 884 |
|
|
2021
Q2 | $990K | Sell |
14,835
-3,924
| -21% | -$262K | ﹤0.01% | 936 |
|
|
2021
Q1 | $1.4M | Buy |
18,759
+3,265
| +21% | +$248K | ﹤0.01% | 875 |
|
|
2020
Q4 | $1.13M | Buy |
15,494
+270
| +2% | +$19.1K | ﹤0.01% | 894 |
|
|
2020
Q3 | $1.01M | Buy |
15,224
+395
| +3% | +$25K | ﹤0.01% | 798 |
|
|
2020
Q2 | $845K | Sell |
14,829
-705
| -5% | -$34.6K | ﹤0.01% | 807 |
|
|
2020
Q1 | $545K | Buy |
15,534
+34
| +0.2% | +$1.62K | ﹤0.01% | 896 |
|
|
2019
Q4 | $809K | Sell |
15,500
-538
| -3% | -$26.8K | ﹤0.01% | 886 |
|
|
2019
Q3 | $810K | Buy |
16,038
+21
| +0.1% | +$1.03K | ﹤0.01% | 848 |
|
|
2019
Q2 | $769K | Sell |
16,017
-501
| -3% | -$23.2K | ﹤0.01% | 874 |
|
|
2019
Q1 | $799K | Sell |
16,518
-218
| -1% | -$9.83K | ﹤0.01% | 823 |
|
|
2018
Q4 | $688K | Buy |
16,736
+1,546
| +10% | +$63.4K | ﹤0.01% | 816 |
|
|
2018
Q3 | $622K | Sell |
15,190
-147
| -1% | -$5.94K | ﹤0.01% | 966 |
|
|
2018
Q2 | $610K | Sell |
15,337
-2,145
| -12% | -$82.5K | ﹤0.01% | 968 |
|
|
2018
Q1 | $653K | Buy |
17,482
+2,086
| +14% | +$84.3K | ﹤0.01% | 946 |
|
|
2017
Q4 | $658K | Buy |
15,396
+1,161
| +8% | +$46.3K | ﹤0.01% | 921 |
|
|
2017
Q3 | $522K | Buy |
14,235
+245
| +2% | +$9.89K | ﹤0.01% | 1039 |
|
|
2017
Q2 | $635K | Buy |
13,990
+86
| +0.6% | +$3.8K | ﹤0.01% | 897 |
|
|
2017
Q1 | $592K | Buy |
13,904
+3,219
| +30% | +$131K | ﹤0.01% | 903 |
|
|
2016
Q4 | $429K | Buy |
10,685
+3,831
| +56% | +$148K | ﹤0.01% | 999 |
|
|
2016
Q3 | $266K | Buy |
6,854
+180
| +3% | +$6.79K | ﹤0.01% | 1249 |
|
|
2016
Q2 | $231K | Buy |
6,674
+636
| +11% | +$22K | ﹤0.01% | 1184 |
|
|
2016
Q1 | $208K | Buy |
6,038
+60
| +1% | +$2.09K | ﹤0.01% | 1195 |
|
|
2015
Q4 | $231K | Buy |
5,978
+2,549
| +74% | +$99.2K | ﹤0.01% | 1120 |
|
|
2015
Q3 | $134K | Buy |
+3,429
| New | +$136K | ﹤0.01% | 1412 |
|
|
2015
Q2 | – | Sell |
-2,846
| Closed | -$94K | – | 1906 |
|
|
2015
Q1 | $94K | Sell |
2,846
-167
| -6% | -$5.13K | ﹤0.01% | 1608 |
|
|
2014
Q4 | $81K | Buy |
3,013
+1,008
| +50% | +$26K | ﹤0.01% | 1668 |
|
|
2014
Q3 | $49K | Buy |
2,005
+92
| +5% | +$2.32K | ﹤0.01% | 1942 |
|
|
2014
Q2 | $48K | Buy |
1,913
+197
| +11% | +$4.6K | ﹤0.01% | 1904 |
|
|
2014
Q1 | $37K | Sell |
1,716
-203
| -11% | -$4.38K | ﹤0.01% | 1991 |
|
|
2013
Q4 | $43K | Buy |
1,919
+599
| +45% | +$13.2K | ﹤0.01% | 1711 |
|
|
2013
Q3 | $27K | Buy |
1,320
+301
| +30% | +$6.41K | ﹤0.01% | 1919 |
|
|
2013
Q2 | $20K | Buy |
+1,019
| New | +$21.3K | ﹤0.01% | 1926 |
|
Other funds holding HOLX
Creative Planning's HOLX Position: Q2 2026 in Review
Creative Planning sold out of Hologic (HOLX) in Q2 2026, closing a stake of 109,718 shares — an estimated $8.29M sold.
Creative Planning first reported a position in HOLX in Q2 2013 and held it in 51 quarters. The position peaked at $8.29M in Q1 2026. 3 funds tracked by Wall St. Rank hold HOLX as of Q2 2026.
- Creative Planning reported no remaining Hologic position as of Q2 2026 after selling out during the quarter.
- Creative Planning sold 109,718 Hologic shares in Q2 2026, an estimated $8.29M.
- Creative Planning first reported a position in Hologic in Q2 2013 and held it in 51 quarters.
- Creative Planning's Hologic position peaked at $8.29M in Q1 2026.
- 3 funds tracked by Wall St. Rank held Hologic as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.