MWM
HOLX

Modera Wealth Management’s Hologic HOLX Stock Holding History

Modera Wealth Management’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
-17,353
Closed -$1.31M – 660
2026
Q1 		$1.31M Sell
17,353
-1,826
-10% -$137K 0.02% 298
2025
Q4 		$1.43M Sell
19,179
-15
-0.1% -$1.1K 0.02% 297
2025
Q3 		$1.3M Sell
19,194
-301
-2% -$20K 0.02% 305
2025
Q2 		$1.27M Sell
19,495
-494
-2% -$29.6K 0.02% 301
2025
Q1 		$1.23M Sell
19,989
-76
-0.4% -$5.04K 0.02% 297
2024
Q4 		$1.45M Sell
20,065
-269
-1% -$21K 0.02% 282
2024
Q3 		$1.66M Buy
20,334
+55
+0.3% +$4.4K 0.02% 255
2024
Q2 		$1.51M Sell
20,279
-21
-0.1% -$1.57K 0.02% 253
2024
Q1 		$1.58M Sell
20,300
-664
-3% -$49.4K 0.02% 250
2023
Q4 		$1.5M Buy
20,964
+2
+0% +$139 0.02% 246
2023
Q3 		$1.45M Sell
20,962
-1,649
-7% -$125K 0.03% 246
2023
Q2 		$1.83M Buy
+22,611
New +$1.85M 0.03% 230
2022
Q1 		– Sell
-4,959
Closed -$380K – 463
2021
Q4 		$380K Buy
+4,959
New +$365K 0.01% 338

Other funds holding HOLX

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Modera Wealth Management's HOLX Position: Q2 2026 in Review

Modera Wealth Management sold out of Hologic (HOLX) in Q2 2026, closing a stake of 17,353 shares — an estimated $1.31M sold.

Modera Wealth Management first reported a position in HOLX in Q4 2021 and held it in 13 quarters. The position peaked at $1.83M in Q2 2023. 3 funds tracked by Wall St. Rank hold HOLX as of Q2 2026.

  • Modera Wealth Management reported no remaining Hologic position as of Q2 2026 after selling out during the quarter.
  • Modera Wealth Management sold 17,353 Hologic shares in Q2 2026, an estimated $1.31M.
  • Modera Wealth Management first reported a position in Hologic in Q4 2021 and held it in 13 quarters.
  • Modera Wealth Management's Hologic position peaked at $1.83M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Hologic as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.