SIA
HOLX

Schechter Investment Advisors’s Hologic HOLX Stock Holding History

Schechter 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
Q1 		– Sell
-5,494
Closed -$396K – 654
2024
Q4 		$396K Buy
5,494
+1,968
+56% +$154K 0.03% 432
2024
Q3 		$287K Buy
+3,526
New +$282K 0.02% 506

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

Schechter Investment Advisors's HOLX Position: Q1 2025 in Review

Schechter Investment Advisors sold out of Hologic (HOLX) in Q1 2025, closing a stake of 5,494 shares — an estimated $396K sold.

Schechter Investment Advisors first reported a position in HOLX in Q3 2024 and held it in 2 quarters. The position peaked at $396K in Q4 2024. 705 funds tracked by Wall St. Rank hold HOLX as of Q1 2025.

  • Schechter Investment Advisors reported no remaining Hologic position as of Q1 2025 after selling out during the quarter.
  • Schechter Investment Advisors sold 5,494 Hologic shares in Q1 2025, an estimated $396K.
  • Schechter Investment Advisors first reported a position in Hologic in Q3 2024 and held it in 2 quarters.
  • Schechter Investment Advisors's Hologic position peaked at $396K in Q4 2024.
  • 705 funds tracked by Wall St. Rank held Hologic as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.