WWP
HOLX

WR Wealth Planners’s Hologic HOLX Stock Holding History

WR Wealth Planners’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
2024
Q4 		$367K Sell
5,093
-614
-11% -$48K 0.12% 112
2024
Q3 		$465K Buy
+5,707
New +$456K 0.13% 107
2023
Q4 		– Sell
-85
Closed -$5.9K – 478
2023
Q3 		$5.9K Sell
85
-15
-15% -$1.13K ﹤0.01% 655
2023
Q2 		$8.1K Hold
100
– – ﹤0.01% 611
2023
Q1 		$8.07K Buy
+100
New +$8.05K ﹤0.01% 604

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's HOLX Position: Q4 2024 in Review

WR Wealth Planners reduced its Hologic (HOLX) stake by 11% in Q4 2024, selling an estimated $48K and leaving 5,093 shares worth $367K. The position accounts for 0.12% of the portfolio, ranked #112.

WR Wealth Planners first reported a position in HOLX in Q1 2023 and has held it in 5 quarters since. The position peaked at $465K in Q3 2024. 719 funds tracked by Wall St. Rank hold HOLX as of Q4 2024.

  • WR Wealth Planners held 5,093 shares of Hologic worth $367K as of Q4 2024.
  • WR Wealth Planners sold 614 Hologic shares in Q4 2024, an estimated $48K.
  • Hologic made up 0.12% of WR Wealth Planners's portfolio in Q4 2024, its #112 holding.
  • WR Wealth Planners first reported a position in Hologic in Q1 2023 and has held it in 5 quarters since.
  • WR Wealth Planners's Hologic position peaked at $465K in Q3 2024.
  • 719 funds tracked by Wall St. Rank held Hologic as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.