Integrated Wealth Concepts’s Hologic HOLX Stock Holding History

Integrated Wealth Concepts’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 Q2	–	Sell	-2,891	Closed	-$218K	–	5913
2026 Q1	$218K	Buy	+2,891	New	+$217K	﹤0.01%	2059
2023 Q4	–	Sell	-6,418	Closed	-$445K	–	1631
2023 Q3	$445K	Sell	6,418 -1,928	-23%	-$146K	0.01%	1028
2023 Q2	$676K	Buy	+8,346	New	+$682K	0.01%	846
2022 Q1	–	Sell	-2,654	Closed	-$203K	–	995
2021 Q4	$203K	Buy	+2,654	New	+$195K	0.01%	934

Other funds holding HOLX

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Integrated Wealth Concepts's HOLX Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of Hologic (HOLX) in Q2 2026, closing a stake of 2,891 shares — an estimated $218K sold.

Integrated Wealth Concepts first reported a position in HOLX in Q4 2021 and held it in 4 quarters. The position peaked at $676K in Q2 2023. 3 funds tracked by Wall St. Rank hold HOLX as of Q2 2026.

Integrated Wealth Concepts reported no remaining Hologic position as of Q2 2026 after selling out during the quarter.
Integrated Wealth Concepts sold 2,891 Hologic shares in Q2 2026, an estimated $218K.
Integrated Wealth Concepts first reported a position in Hologic in Q4 2021 and held it in 4 quarters.
Integrated Wealth Concepts's Hologic position peaked at $676K in Q2 2023.
3 funds tracked by Wall St. Rank held Hologic as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.