PWP
HOLX

Perfromance Wealth Partners’s Hologic HOLX Stock Holding History

Perfromance Wealth Partners’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
-3,850
Closed -$278K – 180
2024
Q4 		$278K Hold
3,850
– – 0.01% 144
2024
Q3 		$314K Hold
3,850
– – 0.01% 140
2024
Q2 		$286K Sell
3,850
-500
-11% -$37.5K 0.01% 129
2024
Q1 		$339K Sell
4,350
-33
-0.8% -$2.46K 0.01% 117
2023
Q4 		$313K Sell
4,383
-1,950
-31% -$136K 0.01% 130
2023
Q3 		$440K Sell
6,333
-1,900
-23% -$144K 0.02% 113
2023
Q2 		$649K Buy
8,233
+300
+4% +$24.5K 0.03% 97
2023
Q1 		$640K Buy
7,933
+3,500
+79% +$282K 0.03% 96
2022
Q4 		$332K Buy
4,433
+700
+19% +$49.8K 0.02% 121
2022
Q3 		$241K Buy
3,733
+300
+9% +$20.8K 0.01% 138
2022
Q2 		$238K Hold
3,433
– – 0.01% 139
2022
Q1 		$264K Buy
+3,433
New +$247K 0.01% 144

Other funds holding HOLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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 $149B AUM 24.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Perfromance Wealth Partners's HOLX Position: Q1 2025 in Review

Perfromance Wealth Partners sold out of Hologic (HOLX) in Q1 2025, closing a stake of 3,850 shares — an estimated $278K sold.

Perfromance Wealth Partners first reported a position in HOLX in Q1 2022 and held it in 12 quarters. The position peaked at $649K in Q2 2023. 706 funds tracked by Wall St. Rank hold HOLX as of Q1 2025.

  • Perfromance Wealth Partners reported no remaining Hologic position as of Q1 2025 after selling out during the quarter.
  • Perfromance Wealth Partners sold 3,850 Hologic shares in Q1 2025, an estimated $278K.
  • Perfromance Wealth Partners first reported a position in Hologic in Q1 2022 and held it in 12 quarters.
  • Perfromance Wealth Partners's Hologic position peaked at $649K in Q2 2023.
  • 706 funds tracked by Wall St. Rank held Hologic as of Q1 2025.

Based on Perfromance Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.