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Caldwell Trust’s Boston Scientific BSX Stock Holding History

Caldwell Trust’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
Q1 		$624K Buy
9,940
+3,101
+45% +$248K 0.06% 205
2025
Q4 		$652K Buy
6,839
+1,759
+35% +$172K 0.06% 204
2025
Q3 		$496K Buy
5,080
+160
+3% +$16.6K 0.05% 228
2025
Q2 		$528K Buy
4,920
+1,325
+37% +$134K 0.05% 217
2025
Q1 		$363K Buy
3,595
+802
+29% +$80.8K 0.04% 246
2024
Q4 		$249K Buy
2,793
+173
+7% +$15.2K 0.03% 292
2024
Q3 		$220K Buy
2,620
+771
+42% +$60.8K 0.02% 305
2024
Q2 		$142K Buy
1,849
+61
+3% +$4.46K 0.02% 343
2024
Q1 		$122K Buy
1,788
+537
+43% +$34.5K 0.01% 365
2023
Q4 		$72.3K Buy
1,251
+1,045
+507% +$55.8K 0.01% 403
2023
Q3 		$10.9K Buy
+206
New +$10.8K ﹤0.01% 608
2022
Q1 		– Sell
-61
Closed -$2.59K – 749
2021
Q4 		$2.59K Buy
+61
New +$2.56K ﹤0.01% 705

Other funds holding BSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Caldwell Trust's BSX Position: Q1 2026 in Review

Caldwell Trust increased its Boston Scientific (BSX) stake by 45% in Q1 2026, buying an estimated $248K and bringing the position to 9,940 shares worth $624K. The position accounts for 0.06% of the portfolio, ranked #205.

Caldwell Trust first reported a position in BSX in Q4 2021 and has held it in 12 quarters since. The position peaked at $652K in Q4 2025. 1,665 funds tracked by Wall St. Rank hold BSX as of Q1 2026.

  • Caldwell Trust held 9,940 shares of Boston Scientific worth $624K as of Q1 2026.
  • Caldwell Trust bought 3,101 Boston Scientific shares in Q1 2026, an estimated $248K.
  • Boston Scientific made up 0.06% of Caldwell Trust's portfolio in Q1 2026, its #205 holding.
  • Caldwell Trust first reported a position in Boston Scientific in Q4 2021 and has held it in 12 quarters since.
  • Caldwell Trust's Boston Scientific position peaked at $652K in Q4 2025.
  • 1,665 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.