MSWM
HOLX

Mowery & Schoenfeld Wealth Management’s Hologic HOLX Stock Holding History

Mowery & Schoenfeld 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
2025
Q1 		– Sell
-33
Closed -$2.38K – 504
2024
Q4 		$2.38K Buy
+33
New +$2.58K ﹤0.01% 383

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

Mowery & Schoenfeld Wealth Management's HOLX Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Hologic (HOLX) in Q1 2025, closing a stake of 33 shares — an estimated $2.38K sold.

Mowery & Schoenfeld Wealth Management first reported a position in HOLX in Q4 2024 and held it in 1 quarter. The position peaked at $2.38K in Q4 2024. 706 funds tracked by Wall St. Rank hold HOLX as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Hologic position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 33 Hologic shares in Q1 2025, an estimated $2.38K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Hologic in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Hologic position peaked at $2.38K in Q4 2024.
  • 706 funds tracked by Wall St. Rank held Hologic as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.