FFM
HOLX

Forum Financial Management’s Hologic HOLX Stock Holding History

Forum Financial 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
2026
Q1 		– Sell
-5,337
Closed -$398K – 633
2025
Q4 		$398K Buy
5,337
+116
+2% +$8.48K 0.01% 601
2025
Q3 		$352K Buy
5,221
+1,394
+36% +$92.5K ﹤0.01% 646
2025
Q2 		$249K Sell
3,827
-454
-11% -$27.2K ﹤0.01% 777
2025
Q1 		$264K Sell
4,281
-207
-5% -$13.7K ﹤0.01% 656
2024
Q4 		$324K Buy
+4,488
New +$351K 0.01% 572

Other funds holding HOLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Forum Financial Management's HOLX Position: Q1 2026 in Review

Forum Financial Management sold out of Hologic (HOLX) in Q1 2026, closing a stake of 5,337 shares — an estimated $398K sold.

Forum Financial Management first reported a position in HOLX in Q4 2024 and held it in 5 quarters. The position peaked at $398K in Q4 2025. 704 funds tracked by Wall St. Rank hold HOLX as of Q1 2026.

  • Forum Financial Management reported no remaining Hologic position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,337 Hologic shares in Q1 2026, an estimated $398K.
  • Forum Financial Management first reported a position in Hologic in Q4 2024 and held it in 5 quarters.
  • Forum Financial Management's Hologic position peaked at $398K in Q4 2025.
  • 704 funds tracked by Wall St. Rank held Hologic as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.