HWA
HOLX

Heritage Wealth Advisors’s Hologic HOLX Stock Holding History

Heritage 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
2026
Q1 		– Sell
-247
Closed -$18.4K – 692
2025
Q4 		$18.4K Hold
247
– – ﹤0.01% 408
2025
Q3 		$16.7K Hold
247
– – ﹤0.01% 393
2025
Q2 		$16.1K Hold
247
– – ﹤0.01% 391
2025
Q1 		$15.3K Sell
247
-361
-59% -$23.9K ﹤0.01% 394
2024
Q4 		$43.8K Buy
608
+9
+2% +$703 ﹤0.01% 319
2024
Q3 		$48.8K Buy
599
+41
+7% +$3.28K ﹤0.01% 328
2024
Q2 		$41.4K Sell
558
-140
-20% -$10.5K ﹤0.01% 327
2024
Q1 		$54.4K Hold
698
– – ﹤0.01% 316
2023
Q4 		$49.9K Hold
698
– – ﹤0.01% 337
2023
Q3 		$48.4K Hold
698
– – ﹤0.01% 305
2023
Q2 		$56.5K Sell
698
-67
-9% -$5.47K ﹤0.01% 308
2023
Q1 		$61.7K Hold
765
– – ﹤0.01% 294
2022
Q4 		$57.2K Buy
+765
New +$54.5K ﹤0.01% 309

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

Heritage Wealth Advisors's HOLX Position: Q1 2026 in Review

Heritage Wealth Advisors sold out of Hologic (HOLX) in Q1 2026, closing a stake of 247 shares — an estimated $18.4K sold.

Heritage Wealth Advisors first reported a position in HOLX in Q4 2022 and held it in 13 quarters. The position peaked at $61.7K in Q1 2023. 704 funds tracked by Wall St. Rank hold HOLX as of Q1 2026.

  • Heritage Wealth Advisors reported no remaining Hologic position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 247 Hologic shares in Q1 2026, an estimated $18.4K.
  • Heritage Wealth Advisors first reported a position in Hologic in Q4 2022 and held it in 13 quarters.
  • Heritage Wealth Advisors's Hologic position peaked at $61.7K in Q1 2023.
  • 704 funds tracked by Wall St. Rank held Hologic as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.