Steward Partners Investment Advisory’s Hologic HOLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-3,634
Closed -$275K 4759
2026
Q1
$275K Sell
3,634
-518
-12% -$38.9K ﹤0.01% 1843
2025
Q4
$309K Sell
4,152
-1,212
-23% -$88.6K ﹤0.01% 1695
2025
Q3
$362K Buy
5,364
+1,017
+23% +$67.5K ﹤0.01% 1552
2025
Q2
$283K Sell
4,347
-300
-6% -$18K ﹤0.01% 1580
2025
Q1
$287K Sell
4,647
-20,751
-82% -$1.37M ﹤0.01% 1469
2024
Q4
$1.83M Buy
25,398
+1,338
+6% +$105K 0.02% 669
2024
Q3
$1.96M Sell
24,060
-140
-0.6% -$11.2K 0.02% 634
2024
Q2
$1.8M Sell
24,200
-149
-0.6% -$11.2K 0.02% 620
2024
Q1
$1.9M Buy
24,349
+446
+2% +$33.2K 0.02% 597
2023
Q4
$1.71M Sell
23,903
-1,436
-6% -$100K 0.02% 545
2023
Q3
$1.76M Buy
25,339
+250
+1% +$18.9K 0.03% 503
2023
Q2
$2.03M Buy
25,089
+1,904
+8% +$156K 0.03% 475
2023
Q1
$1.87M Sell
23,185
-117
-0.5% -$9.42K 0.03% 479
2022
Q4
$1.74M Buy
23,302
+833
+4% +$59.3K 0.03% 490
2022
Q3
$1.45M Buy
22,469
+354
+2% +$24.5K 0.03% 523
2022
Q2
$1.53M Sell
22,115
-597
-3% -$44.3K 0.03% 513
2022
Q1
$1.75M Buy
22,712
+1,578
+7% +$113K 0.03% 522
2021
Q4
$1.62M Buy
21,134
+304
+1% +$22.3K 0.02% 555
2021
Q3
$1.54M Sell
20,830
-243
-1% -$18.2K 0.03% 528
2021
Q2
$1.41M Sell
21,073
-436
-2% -$29.1K 0.02% 555
2021
Q1
$1.6M Buy
21,509
+22
+0.1% +$1.67K 0.03% 501
2020
Q4
$1.56M Sell
21,487
-258
-1% -$18.2K 0.03% 426
2020
Q3
$1.45M Buy
21,745
+128
+0.6% +$8.1K 0.04% 384
2020
Q2
$1.23M Buy
21,617
+495
+2% +$24.3K 0.04% 399
2020
Q1
$741K Buy
21,122
+2,777
+15% +$132K 0.03% 466
2019
Q4
$957K Buy
18,345
+56
+0.3% +$2.79K 0.03% 468
2019
Q3
$923K Sell
18,289
-23
-0.1% -$1.13K 0.03% 431
2019
Q2
$879K Sell
18,312
-76
-0.4% -$3.51K 0.03% 414
2019
Q1
$889K Buy
18,388
+197
+1% +$8.88K 0.04% 387
2018
Q4
$747K Sell
18,191
-97
-0.5% -$3.98K 0.04% 395
2018
Q3
$749K Hold
18,288
0.04% 418
2018
Q2
$727K Sell
18,288
-54
-0.3% -$2.08K 0.04% 374
2018
Q1
$685K Buy
18,342
+1,012
+6% +$40.9K 0.05% 347
2017
Q4
$740K Buy
17,330
+469
+3% +$18.7K 0.06% 284
2017
Q3
$618K Buy
16,861
+289
+2% +$11.7K 0.06% 262
2017
Q2
$752K Buy
16,572
+15,558
+1,534% +$687K 0.08% 212
2017
Q1
$43K Buy
+1,014
New +$41.3K 0.01% 585

Other funds holding HOLX

Steward Partners Investment Advisory's HOLX Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Hologic (HOLX) in Q2 2026, closing a stake of 3,634 shares — an estimated $275K sold.

Steward Partners Investment Advisory first reported a position in HOLX in Q1 2017 and held it in 37 quarters. The position peaked at $2.03M in Q2 2023. 3 funds tracked by Wall St. Rank hold HOLX as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining Hologic position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 3,634 Hologic shares in Q2 2026, an estimated $275K.
  • Steward Partners Investment Advisory first reported a position in Hologic in Q1 2017 and held it in 37 quarters.
  • Steward Partners Investment Advisory's Hologic position peaked at $2.03M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held Hologic as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.