Bernardo Wealth Planning’s Boston Scientific BSX Stock Holding History

Bernardo Wealth Planning’s Portfolio BSX Stock Details BSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,258	Closed	-$267K	–	140
2026 Q1	$267K	Sell	4,258 -27	-0.6%	-$2.16K	0.05%	102
2025 Q4	$409K	Buy	4,285 +20	+0.5%	+$1.96K	0.08%	85
2025 Q3	$416K	Sell	4,265 -385	-8%	-$39.9K	0.08%	79
2025 Q2	$499K	Buy	4,650 +44	+1%	+$4.45K	0.11%	73
2025 Q1	$465K	Buy	4,606 +128	+3%	+$12.9K	0.11%	69
2024 Q4	$425K	Buy	4,478 +78	+2%	+$6.87K	0.1%	71
2024 Q3	$380K	Sell	4,400 -215	-5%	-$16.9K	0.09%	74
2024 Q2	$355K	Sell	4,615 -450	-9%	-$32.9K	0.1%	70
2024 Q1	$347K	Buy	+5,065	New	+$326K	0.1%	73
2021 Q4	–	Sell	-5,345	Closed	-$231K	–	88
2021 Q3	$231K	Buy	+5,345	New	+$236K	0.13%	69

Other funds holding BSX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bernardo Wealth Planning's BSX Position: Q2 2026 in Review

Bernardo Wealth Planning sold out of Boston Scientific (BSX) in Q2 2026, closing a stake of 4,258 shares — an estimated $267K sold.

Bernardo Wealth Planning first reported a position in BSX in Q3 2021 and held it in 10 quarters. The position peaked at $499K in Q2 2025. 1,470 funds tracked by Wall St. Rank hold BSX as of Q2 2026.

Bernardo Wealth Planning reported no remaining Boston Scientific position as of Q2 2026 after selling out during the quarter.
Bernardo Wealth Planning sold 4,258 Boston Scientific shares in Q2 2026, an estimated $267K.
Bernardo Wealth Planning first reported a position in Boston Scientific in Q3 2021 and held it in 10 quarters.
Bernardo Wealth Planning's Boston Scientific position peaked at $499K in Q2 2025.
1,470 funds tracked by Wall St. Rank held Boston Scientific as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.