MSWA
HOLX

Marshall & Sterling Wealth Advisors’s Hologic HOLX Stock Holding History

Marshall & Sterling 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
Q3 		– Sell
-92
Closed -$6K – 662
2025
Q2 		$6K Buy
92
+29
+46% +$1.74K ﹤0.01% 453
2025
Q1 		$3.89K Buy
+63
New +$4.17K ﹤0.01% 501

Other funds holding HOLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's HOLX Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Hologic (HOLX) in Q3 2025, closing a stake of 92 shares — an estimated $6K sold.

Marshall & Sterling Wealth Advisors first reported a position in HOLX in Q1 2025 and held it in 2 quarters. The position peaked at $6K in Q2 2025. 739 funds tracked by Wall St. Rank hold HOLX as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Hologic position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 92 Hologic shares in Q3 2025, an estimated $6K.
  • Marshall & Sterling Wealth Advisors first reported a position in Hologic in Q1 2025 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Hologic position peaked at $6K in Q2 2025.
  • 739 funds tracked by Wall St. Rank held Hologic as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.