Evercore Wealth Management’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 |
-3,465
| Closed | -$262K | – | 441 |
|
|
2026
Q1 | $262K | Hold |
3,465
| – | – | ﹤0.01% | 350 |
|
|
2025
Q4 | $258K | Hold |
3,465
| – | – | ﹤0.01% | 361 |
|
|
2025
Q3 | $234K | Buy |
+3,465
| New | +$230K | ﹤0.01% | 372 |
|
|
2018
Q1 | – | Sell |
-2,080
| Closed | -$89K | – | 536 |
|
|
2017
Q4 | $89K | Hold |
2,080
| – | – | ﹤0.01% | 489 |
|
|
2017
Q3 | $76K | Hold |
2,080
| – | – | ﹤0.01% | 512 |
|
|
2017
Q2 | $94K | Hold |
2,080
| – | – | ﹤0.01% | 475 |
|
|
2017
Q1 | $89K | Sell |
2,080
-30
| -1% | -$1.22K | ﹤0.01% | 502 |
|
|
2016
Q4 | $84K | Buy |
2,110
+30
| +1% | +$1.16K | ﹤0.01% | 528 |
|
|
2016
Q3 | $81K | Sell |
2,080
-1,506
| -42% | -$56.9K | ﹤0.01% | 516 |
|
|
2016
Q2 | $124K | Sell |
3,586
-219
| -6% | -$7.58K | 0.01% | 429 |
|
|
2016
Q1 | $131K | Hold |
3,805
| – | – | 0.01% | 416 |
|
|
2015
Q4 | $147K | Buy |
3,805
+1,725
| +83% | +$67.1K | 0.01% | 428 |
|
|
2015
Q3 | $81K | Hold |
2,080
| – | – | ﹤0.01% | 515 |
|
|
2015
Q2 | $79K | Hold |
2,080
| – | – | ﹤0.01% | 557 |
|
|
2015
Q1 | $69K | Hold |
2,080
| – | – | ﹤0.01% | 583 |
|
|
2014
Q4 | $56K | Hold |
2,080
| – | – | ﹤0.01% | 541 |
|
|
2014
Q3 | $51K | Hold |
2,080
| – | – | ﹤0.01% | 610 |
|
|
2014
Q2 | $53K | Hold |
2,080
| – | – | ﹤0.01% | 604 |
|
|
2014
Q1 | $45K | Hold |
2,080
| – | – | ﹤0.01% | 611 |
|
|
2013
Q4 | $46K | Sell |
2,080
-100
| -5% | -$2.21K | ﹤0.01% | 569 |
|
|
2013
Q3 | $45K | Buy |
2,180
+100
| +5% | +$2.13K | ﹤0.01% | 576 |
|
|
2013
Q2 | $40K | Buy |
+2,080
| New | +$43.5K | ﹤0.01% | 590 |
|
Other funds holding HOLX
Evercore Wealth Management's HOLX Position: Q2 2026 in Review
Evercore Wealth Management sold out of Hologic (HOLX) in Q2 2026, closing a stake of 3,465 shares — an estimated $262K sold.
Evercore Wealth Management first reported a position in HOLX in Q2 2013 and held it in 22 quarters. The position peaked at $262K in Q1 2026. 3 funds tracked by Wall St. Rank hold HOLX as of Q2 2026.
- Evercore Wealth Management reported no remaining Hologic position as of Q2 2026 after selling out during the quarter.
- Evercore Wealth Management sold 3,465 Hologic shares in Q2 2026, an estimated $262K.
- Evercore Wealth Management first reported a position in Hologic in Q2 2013 and held it in 22 quarters.
- Evercore Wealth Management's Hologic position peaked at $262K in Q1 2026.
- 3 funds tracked by Wall St. Rank held Hologic as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.