CWP
BSX icon

Concord Wealth Partners’s Boston Scientific BSX Stock Holding History

Concord Wealth Partners’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 		– Sell
-3,907
Closed -$373K – 272
2025
Q4 		$373K Buy
3,907
+272
+7% +$26.7K 0.05% 155
2025
Q3 		$355K Buy
3,635
+3,368
+1,261% +$349K 0.05% 161
2025
Q2 		$28.7K Hold
267
– – ﹤0.01% 414
2025
Q1 		$26.9K Sell
267
-297
-53% -$29.9K ﹤0.01% 399
2024
Q4 		$50.4K Hold
564
– – 0.01% 327
2024
Q3 		$47.3K Hold
564
– – 0.01% 345
2024
Q2 		$43.4K Sell
564
-57
-9% -$4.17K 0.01% 329
2024
Q1 		$42.5K Hold
621
– – 0.01% 378
2023
Q4 		$35.9K Sell
621
-280
-31% -$14.9K 0.01% 401
2023
Q3 		$47.6K Buy
901
+61
+7% +$3.2K 0.01% 386
2023
Q2 		$45.4K Hold
840
– – 0.01% 380
2023
Q1 		$42K Buy
840
+314
+60% +$14.8K 0.01% 371
2022
Q4 		$24.3K Buy
+526
New +$22.8K 0.01% 495
2022
Q3 		– Sell
-574
Closed -$21K – 285
2022
Q2 		$21K Sell
574
-1,563
-73% -$63.6K 0.01% 532
2022
Q1 		$95K Sell
2,137
-74
-3% -$3.21K 0.02% 308
2021
Q4 		$94K Buy
2,211
+1,578
+249% +$66.3K 0.02% 318
2021
Q3 		$27K Sell
633
-1,023
-62% -$45.3K 0.01% 324
2021
Q2 		$71K Buy
1,656
+259
+19% +$10.9K 0.02% 291
2021
Q1 		$54K Buy
1,397
+1,368
+4,717% +$51.8K 0.02% 324
2020
Q4 		$1K Buy
+29
New +$1.04K ﹤0.01% 601

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

Concord Wealth Partners's BSX Position: Q1 2026 in Review

Concord Wealth Partners sold out of Boston Scientific (BSX) in Q1 2026, closing a stake of 3,907 shares — an estimated $373K sold.

Concord Wealth Partners first reported a position in BSX in Q4 2020 and held it in 20 quarters. The position peaked at $373K in Q4 2025. 1,664 funds tracked by Wall St. Rank hold BSX as of Q1 2026.

  • Concord Wealth Partners reported no remaining Boston Scientific position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 3,907 Boston Scientific shares in Q1 2026, an estimated $373K.
  • Concord Wealth Partners first reported a position in Boston Scientific in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's Boston Scientific position peaked at $373K in Q4 2025.
  • 1,664 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.