SWIM
HOLX

Smallwood Wealth Investment Management’s Hologic HOLX Stock Holding History

Smallwood Wealth Investment 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
Q3 		– Sell
-12
Closed -$781 – 550
2025
Q2 		$781 Buy
+12
New +$719 ﹤0.01% 480

Other funds holding HOLX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Smallwood Wealth Investment Management's HOLX Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of Hologic (HOLX) in Q3 2025, closing a stake of 12 shares — an estimated $781 sold.

Smallwood Wealth Investment Management first reported a position in HOLX in Q2 2025 and held it in 1 quarter. The position peaked at $781 in Q2 2025. 739 funds tracked by Wall St. Rank hold HOLX as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining Hologic position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 12 Hologic shares in Q3 2025, an estimated $781.
  • Smallwood Wealth Investment Management first reported a position in Hologic in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's Hologic position peaked at $781 in Q2 2025.
  • 739 funds tracked by Wall St. Rank held Hologic as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.