MYIA
HOLX

Mount Yale Investment Advisors’s Hologic HOLX Stock Holding History

Mount Yale Investment 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
Q1 		– Sell
-5,174
Closed -$373K – 556
2024
Q4 		$373K Sell
5,174
-6,775
-57% -$529K 0.03% 395
2024
Q3 		$973K Buy
11,949
+3,390
+40% +$271K 0.09% 202
2024
Q2 		$636K Sell
8,559
-423
-5% -$31.7K 0.05% 298
2024
Q1 		$700K Buy
8,982
+4,961
+123% +$369K 0.05% 291
2023
Q4 		$287K Sell
4,021
-5,344
-57% -$372K 0.03% 420
2023
Q3 		$650K Buy
9,365
+38
+0.4% +$2.87K 0.07% 261
2023
Q2 		$755K Buy
+9,327
New +$762K 0.08% 247

Other funds holding HOLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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 $180B AUM 37.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mount Yale Investment Advisors's HOLX Position: Q1 2025 in Review

Mount Yale Investment Advisors sold out of Hologic (HOLX) in Q1 2025, closing a stake of 5,174 shares — an estimated $373K sold.

Mount Yale Investment Advisors first reported a position in HOLX in Q2 2023 and held it in 7 quarters. The position peaked at $973K in Q3 2024. 706 funds tracked by Wall St. Rank hold HOLX as of Q1 2025.

  • Mount Yale Investment Advisors reported no remaining Hologic position as of Q1 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 5,174 Hologic shares in Q1 2025, an estimated $373K.
  • Mount Yale Investment Advisors first reported a position in Hologic in Q2 2023 and held it in 7 quarters.
  • Mount Yale Investment Advisors's Hologic position peaked at $973K in Q3 2024.
  • 706 funds tracked by Wall St. Rank held Hologic as of Q1 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.