Kovitz Investment Group Partners
HOLX

Kovitz Investment Group Partners’s Hologic HOLX Stock Holding History

Kovitz Investment Group Partners’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
-3,657
Closed -$264K – 1272
2024
Q4 		$264K Buy
+3,657
New +$286K ﹤0.01% 1080
2024
Q3 		– Sell
-19,963
Closed -$1.48M – 1075
2024
Q2 		$1.48M Sell
19,963
-163
-0.8% -$12.2K 0.01% 472
2024
Q1 		$1.57M Buy
+20,126
New +$1.5M 0.02% 330
2022
Q1 		– Sell
-5,104
Closed -$372K – 440
2021
Q4 		$372K Buy
5,104
+1,225
+32% +$90K 0.01% 356
2021
Q3 		$286K Sell
3,879
-125
-3% -$9.37K 0.01% 393
2021
Q2 		$267K Hold
4,004
– – 0.01% 389
2021
Q1 		$298K Sell
4,004
-1,100
-22% -$83.5K 0.01% 368
2020
Q4 		$372K Hold
5,104
– – 0.01% 357
2020
Q3 		$339K Hold
5,104
– – 0.01% 346
2020
Q2 		$291K Sell
5,104
-6,825
-57% -$335K 0.01% 340
2020
Q1 		$419K Sell
11,929
-2,500
-17% -$119K 0.02% 304
2019
Q4 		$753K Sell
14,429
-461
-3% -$23K 0.02% 292
2019
Q3 		$752K Sell
14,890
-1,860
-11% -$91.5K 0.02% 290
2019
Q2 		$804K Sell
16,750
-4,250
-20% -$197K 0.03% 285
2019
Q1 		$1.02M Sell
21,000
-5,350
-20% -$241K 0.03% 273
2018
Q4 		$1.08M Sell
26,350
-2,400
-8% -$98.4K 0.04% 188
2018
Q3 		$1.18M Hold
28,750
– – 0.05% 86
2018
Q2 		$1.14M Buy
28,750
+200
+0.7% +$7.69K 0.05% 86
2018
Q1 		$1.07M Buy
28,550
+7,000
+32% +$283K 0.05% 89
2017
Q4 		$921 Sell
21,550
-2,100
-9% -$83.8K 0.04% 96
2017
Q3 		$868K Buy
23,650
+3,400
+17% +$137K 0.04% 94
2017
Q2 		$919K Buy
+20,250
New +$894K 0.05% 93

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

Kovitz Investment Group Partners's HOLX Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of Hologic (HOLX) in Q1 2025, closing a stake of 3,657 shares — an estimated $264K sold.

Kovitz Investment Group Partners first reported a position in HOLX in Q2 2017 and held it in 22 quarters. The position peaked at $1.57M in Q1 2024. 706 funds tracked by Wall St. Rank hold HOLX as of Q1 2025.

  • Kovitz Investment Group Partners reported no remaining Hologic position as of Q1 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,657 Hologic shares in Q1 2025, an estimated $264K.
  • Kovitz Investment Group Partners first reported a position in Hologic in Q2 2017 and held it in 22 quarters.
  • Kovitz Investment Group Partners's Hologic position peaked at $1.57M in Q1 2024.
  • 706 funds tracked by Wall St. Rank held Hologic as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.