Optimum Investment Advisors’s Hologic HOLX Stock Holding History

Optimum 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 Q3	$33.7K	Hold	500	–	–	0.01%	392
2025 Q2	$32.6K	Hold	500	–	–	0.01%	389
2025 Q1	$30.9K	Hold	500	–	–	0.01%	390
2024 Q4	$36K	Hold	500	–	–	0.02%	372
2024 Q3	$40.7K	Hold	500	–	–	0.02%	374
2024 Q2	$37.1K	Hold	500	–	–	0.02%	383
2024 Q1	$39K	Hold	500	–	–	0.02%	390
2023 Q4	$35.7K	Hold	500	–	–	0.02%	385
2023 Q3	$34.7K	Sell	500 -500	-50%	-$37.8K	0.02%	409
2023 Q2	$81K	Hold	1,000	–	–	0.04%	310
2023 Q1	$80.7K	Hold	1,000	–	–	0.04%	309
2022 Q4	$74.8K	Sell	1,000 -4,800	-83%	-$342K	0.04%	318
2022 Q3	$374K	Hold	5,800	–	–	0.2%	115
2022 Q2	$402K	Hold	5,800	–	–	0.2%	116
2022 Q1	$446K	Sell	5,800 -250	-4%	-$18K	0.19%	118
2021 Q4	$463K	Hold	6,050	–	–	0.18%	121
2021 Q3	$447K	Sell	6,050 -2,800	-32%	-$210K	0.19%	119
2021 Q2	$590K	Sell	8,850 -1,950	-18%	-$130K	0.18%	119
2021 Q1	$803K	Hold	10,800	–	–	0.24%	95
2020 Q4	$787K	Hold	10,800	–	–	0.24%	98
2020 Q3	$718K	Sell	10,800 -1,112	-9%	-$70.4K	0.24%	94
2020 Q2	$679K	Sell	11,912 -175	-1%	-$8.59K	0.24%	92
2020 Q1	$424K	Sell	12,087 -3,800	-24%	-$181K	0.17%	137
2019 Q4	$829K	Sell	15,887 -400	-2%	-$19.9K	0.25%	103
2019 Q3	$822K	Sell	16,287 -225	-1%	-$11.1K	0.26%	102
2019 Q2	$793K	Hold	16,512	–	–	0.26%	96
2019 Q1	$799K	Sell	16,512 -1,470	-8%	-$66.3K	0.26%	94
2018 Q4	$739K	Sell	17,982 -100	-0.6%	-$4.1K	0.25%	100
2018 Q3	$741K	Sell	18,082 -300	-2%	-$12.1K	0.2%	124
2018 Q2	$731K	Sell	18,382 -2,000	-10%	-$76.9K	0.21%	119
2018 Q1	$761K	Sell	20,382 -5,700	-22%	-$230K	0.22%	119
2017 Q4	$1.11M	Sell	26,082 -200	-0.8%	-$7.98K	0.35%	86
2017 Q3	$964K	Sell	26,282 -7,750	-23%	-$313K	0.32%	94
2017 Q2	$1.54M	Sell	34,032 -6,250	-16%	-$276K	0.53%	46
2017 Q1	$1.71M	Hold	40,282	–	–	0.61%	41
2016 Q4	$1.62M	Hold	40,282	–	–	0.61%	42
2016 Q3	$1.56M	Sell	40,282 -550	-1%	-$20.8K	0.59%	45
2016 Q2	$1.41M	Hold	40,832	–	–	0.55%	47
2016 Q1	$1.41M	Sell	40,832 -100	-0.2%	-$3.49K	0.55%	48
2015 Q4	$1.58M	Sell	40,932 -400	-1%	-$15.6K	0.61%	38
2015 Q3	$1.62M	Buy	+41,332	New	+$1.64M	0.65%	34
2015 Q1	$1.39M	Buy	41,932 +2,350	+6%	+$72.1K	0.44%	53
2014 Q4	$1.06M	Buy	39,582 +6,170	+18%	+$159K	0.34%	79
2014 Q3	$813K	Buy	33,412 +2,150	+7%	+$54.3K	0.27%	106
2014 Q2	$792K	Buy	31,262 +30,950	+9,920%	+$723K	0.26%	111
2014 Q1	$7K	Hold	312	–	–	﹤0.01%	635
2013 Q4	$7K	Hold	312	–	–	﹤0.01%	635
2013 Q3	$6K	Buy	+312	New	+$6.64K	﹤0.01%	621

Other funds holding HOLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Optimum Investment Advisors's HOLX Position: Q3 2025 in Review

Optimum Investment Advisors held its Hologic (HOLX) position steady in Q3 2025 at 500 shares worth $33.7K. The position accounts for 0.01% of the portfolio, ranked #392.

Optimum Investment Advisors first reported a position in HOLX in Q3 2013 and has held it in 48 quarters since. The position peaked at $1.71M in Q1 2017. 739 funds tracked by Wall St. Rank hold HOLX as of Q3 2025.

Optimum Investment Advisors held 500 shares of Hologic worth $33.7K as of Q3 2025.
Optimum Investment Advisors left its Hologic share count unchanged in Q3 2025.
Hologic made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #392 holding.
Optimum Investment Advisors first reported a position in Hologic in Q3 2013 and has held it in 48 quarters since.
Optimum Investment Advisors's Hologic position peaked at $1.71M in Q1 2017.
739 funds tracked by Wall St. Rank held Hologic as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.