RCA
HOLX

Roberts Capital Advisors’s Hologic HOLX Stock Holding History

Roberts Capital 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
-6,063
Closed -$437K – 93
2024
Q4 		$437K Hold
6,063
– – 0.37% 63
2024
Q3 		$494K Hold
6,063
– – 0.42% 62
2024
Q2 		$473K Hold
6,063
– – 0.45% 62
2024
Q1 		$473K Buy
+6,063
New +$451K 0.45% 62
2022
Q3 		$419K Hold
6,500
– – 0.61% 52
2022
Q2 		$450K Hold
6,500
– – 0.62% 49
2022
Q1 		$499K Hold
6,500
– – 0.51% 63
2021
Q4 		$498K Buy
+6,500
New +$478K 0.46% 85

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 $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 $180B AUM 37.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Roberts Capital Advisors's HOLX Position: Q1 2025 in Review

Roberts Capital Advisors sold out of Hologic (HOLX) in Q1 2025, closing a stake of 6,063 shares — an estimated $437K sold.

Roberts Capital Advisors first reported a position in HOLX in Q4 2021 and held it in 8 quarters. The position peaked at $499K in Q1 2022. 706 funds tracked by Wall St. Rank hold HOLX as of Q1 2025.

  • Roberts Capital Advisors reported no remaining Hologic position as of Q1 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 6,063 Hologic shares in Q1 2025, an estimated $437K.
  • Roberts Capital Advisors first reported a position in Hologic in Q4 2021 and held it in 8 quarters.
  • Roberts Capital Advisors's Hologic position peaked at $499K in Q1 2022.
  • 706 funds tracked by Wall St. Rank held Hologic as of Q1 2025.

Based on Roberts Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.