RWM
HOLX

Ritholtz Wealth Management’s Hologic HOLX Stock Holding History

Ritholtz 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
-3,845
Closed -$277K – 953
2024
Q4 		$277K Sell
3,845
-73
-2% -$5.7K 0.01% 731
2024
Q3 		$319K Sell
3,918
-214
-5% -$17.1K 0.01% 683
2024
Q2 		$307K Sell
4,132
-135
-3% -$10.1K 0.01% 647
2024
Q1 		$333K Sell
4,267
-564
-12% -$42K 0.01% 613
2023
Q4 		$345K Sell
4,831
-898
-16% -$62.5K 0.01% 568
2023
Q3 		$398K Sell
5,729
-1,234
-18% -$93.3K 0.02% 493
2023
Q2 		$564K Sell
6,963
-874
-11% -$71.4K 0.03% 406
2023
Q1 		$632K Sell
7,837
-4,703
-38% -$379K 0.03% 354
2022
Q4 		$938K Sell
12,540
-1,135
-8% -$80.8K 0.05% 245
2022
Q3 		$882K Sell
13,675
-5,555
-29% -$385K 0.05% 270
2022
Q2 		$1.33M Buy
19,230
+1,901
+11% +$141K 0.08% 146
2022
Q1 		$1.33M Buy
17,329
+6,922
+67% +$498K 0.09% 136
2021
Q4 		$797K Buy
10,407
+3,694
+55% +$272K 0.05% 209
2021
Q3 		$495K Buy
6,713
+3,318
+98% +$249K 0.03% 271
2021
Q2 		$227K Sell
3,395
-493
-13% -$33K 0.02% 423
2021
Q1 		$289K Buy
3,888
+191
+5% +$14.5K 0.02% 316
2020
Q4 		$269K Buy
+3,697
New +$261K 0.03% 278

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

Ritholtz Wealth Management's HOLX Position: Q1 2025 in Review

Ritholtz Wealth Management sold out of Hologic (HOLX) in Q1 2025, closing a stake of 3,845 shares — an estimated $277K sold.

Ritholtz Wealth Management first reported a position in HOLX in Q4 2020 and held it in 17 quarters. The position peaked at $1.33M in Q2 2022. 706 funds tracked by Wall St. Rank hold HOLX as of Q1 2025.

  • Ritholtz Wealth Management reported no remaining Hologic position as of Q1 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 3,845 Hologic shares in Q1 2025, an estimated $277K.
  • Ritholtz Wealth Management first reported a position in Hologic in Q4 2020 and held it in 17 quarters.
  • Ritholtz Wealth Management's Hologic position peaked at $1.33M in Q2 2022.
  • 706 funds tracked by Wall St. Rank held Hologic as of Q1 2025.

Based on Ritholtz Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.