Caldwell Trust
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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
Q3 		$95.7K Sell
2,193
-1,559
-42% -$72.2K 0.01% 417
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Caldwell Trust's BSX Position: Q3 2026 in Review

Caldwell Trust reduced its Boston Scientific (BSX) stake by 42% in Q3 2026, selling an estimated $72.2K and leaving 2,193 shares worth $95.7K. The position accounts for 0.01% of the portfolio, ranked #417.

Caldwell Trust first reported a position in BSX in Q4 2021 and has held it in 14 quarters since. The position peaked at $652K in Q4 2025. 563 funds tracked by Wall St. Rank hold BSX as of Q3 2026.

  • Caldwell Trust held 2,193 shares of Boston Scientific worth $95.7K as of Q3 2026.
  • Caldwell Trust sold 1,559 Boston Scientific shares in Q3 2026, an estimated $72.2K.
  • Boston Scientific made up 0.01% of Caldwell Trust's portfolio in Q3 2026, its #417 holding.
  • Caldwell Trust first reported a position in Boston Scientific in Q4 2021 and has held it in 14 quarters since.
  • Caldwell Trust's Boston Scientific position peaked at $652K in Q4 2025.
  • 563 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.