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Capital Planning Advisors’s Boston Scientific BSX Stock Holding History

Capital Planning Advisors’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 		$648K Sell
10,329
-6,585
-39% -$527K 0.09% 98
2025
Q4 		$1.61M Buy
16,914
+2,050
+14% +$201K 0.22% 68
2025
Q3 		$1.45M Buy
+14,864
New +$1.54M 0.2% 72

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

Capital Planning Advisors's BSX Position: Q1 2026 in Review

Capital Planning Advisors reduced its Boston Scientific (BSX) stake by 39% in Q1 2026, selling an estimated $527K and leaving 10,329 shares worth $648K. The position accounts for 0.09% of the portfolio, ranked #98.

Capital Planning Advisors first reported a position in BSX in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.61M in Q4 2025. 1,664 funds tracked by Wall St. Rank hold BSX as of Q1 2026.

  • Capital Planning Advisors held 10,329 shares of Boston Scientific worth $648K as of Q1 2026.
  • Capital Planning Advisors sold 6,585 Boston Scientific shares in Q1 2026, an estimated $527K.
  • Boston Scientific made up 0.09% of Capital Planning Advisors's portfolio in Q1 2026, its #98 holding.
  • Capital Planning Advisors first reported a position in Boston Scientific in Q3 2025 and has held it in 3 quarters since.
  • Capital Planning Advisors's Boston Scientific position peaked at $1.61M in Q4 2025.
  • 1,664 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.