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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
Q2 		$160K Sell
3,752
-6,188
-62% -$336K 0.01% 355
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Caldwell Trust's BSX Position: Q2 2026 in Review

Caldwell Trust reduced its Boston Scientific (BSX) stake by 62% in Q2 2026, selling an estimated $336K and leaving 3,752 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #355.

Caldwell Trust first reported a position in BSX in Q4 2021 and has held it in 13 quarters since. The position peaked at $652K in Q4 2025. 1,482 funds tracked by Wall St. Rank hold BSX as of Q2 2026.

  • Caldwell Trust held 3,752 shares of Boston Scientific worth $160K as of Q2 2026.
  • Caldwell Trust sold 6,188 Boston Scientific shares in Q2 2026, an estimated $336K.
  • Boston Scientific made up 0.01% of Caldwell Trust's portfolio in Q2 2026, its #355 holding.
  • Caldwell Trust first reported a position in Boston Scientific in Q4 2021 and has held it in 13 quarters since.
  • Caldwell Trust's Boston Scientific position peaked at $652K in Q4 2025.
  • 1,482 funds tracked by Wall St. Rank held Boston Scientific as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.