VWA
HOLX

Valued Wealth Advisors’s Hologic HOLX Stock Holding History

Valued Wealth 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
-24
Closed -$1.73K – 662
2024
Q4 		$1.73K Hold
24
– – ﹤0.01% 419
2024
Q3 		$1.96K Sell
24
-1
-4% -$80 ﹤0.01% 370
2024
Q2 		$1.86K Hold
25
– – ﹤0.01% 370
2024
Q1 		$1.95K Sell
25
-1
-4% -$74 ﹤0.01% 359
2023
Q4 		$1.8K Buy
+26
New +$1.81K ﹤0.01% 315

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

Valued Wealth Advisors's HOLX Position: Q1 2025 in Review

Valued Wealth Advisors sold out of Hologic (HOLX) in Q1 2025, closing a stake of 24 shares — an estimated $1.73K sold.

Valued Wealth Advisors first reported a position in HOLX in Q4 2023 and held it in 5 quarters. The position peaked at $1.96K in Q3 2024. 705 funds tracked by Wall St. Rank hold HOLX as of Q1 2025.

  • Valued Wealth Advisors reported no remaining Hologic position as of Q1 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 24 Hologic shares in Q1 2025, an estimated $1.73K.
  • Valued Wealth Advisors first reported a position in Hologic in Q4 2023 and held it in 5 quarters.
  • Valued Wealth Advisors's Hologic position peaked at $1.96K in Q3 2024.
  • 705 funds tracked by Wall St. Rank held Hologic as of Q1 2025.

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