GWA
HOLX

Gratus Wealth Advisors’s Hologic HOLX Stock Holding History

Gratus Wealth Advisors’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
2025
Q1 		– Sell
-3,297
Closed -$238K – 129
2024
Q4 		$238K Hold
3,297
– – 0.04% 122
2024
Q3 		$263K Hold
3,297
– – 0.04% 124
2024
Q2 		$258K Hold
3,297
– – 0.04% 121
2024
Q1 		$248K Sell
3,297
-1,335
-29% -$99.3K 0.05% 121
2023
Q4 		$331K Buy
+4,632
New +$323K 0.07% 110

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gratus Wealth Advisors's HOLX Position: Q1 2025 in Review

Gratus Wealth Advisors sold out of Hologic (HOLX) in Q1 2025, closing a stake of 3,297 shares — an estimated $238K sold.

Gratus Wealth Advisors first reported a position in HOLX in Q4 2023 and held it in 5 quarters. The position peaked at $331K in Q4 2023. 706 funds tracked by Wall St. Rank hold HOLX as of Q1 2025.

  • Gratus Wealth Advisors reported no remaining Hologic position as of Q1 2025 after selling out during the quarter.
  • Gratus Wealth Advisors sold 3,297 Hologic shares in Q1 2025, an estimated $238K.
  • Gratus Wealth Advisors first reported a position in Hologic in Q4 2023 and held it in 5 quarters.
  • Gratus Wealth Advisors's Hologic position peaked at $331K in Q4 2023.
  • 706 funds tracked by Wall St. Rank held Hologic as of Q1 2025.

Based on Gratus Wealth Advisors's 13F filing for Q1 2025, filed 6 May 2025.