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Congress Wealth Management’s Boston Scientific BSX Stock Holding History

Congress Wealth Management’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
2025
Q2 		$31.1M Buy
289,421
+48,132
+20% +$4.87M 0.3% 77
2025
Q1 		$24.3M Buy
241,289
+5,902
+3% +$594K 0.29% 85
2024
Q4 		$21M Buy
235,387
+13,293
+6% +$1.17M 0.29% 91
2024
Q3 		$18.6M Buy
222,094
+4,759
+2% +$375K 0.25% 109
2024
Q2 		$16.7M Buy
217,335
+15,045
+7% +$1.1M 0.27% 99
2024
Q1 		$13.9M Sell
202,290
-6,509
-3% -$419K 0.24% 126
2023
Q4 		$12.1M Buy
208,799
+14,004
+7% +$748K 0.22% 133
2023
Q3 		$10.3M Buy
+194,795
New +$10.2M 0.21% 140
2023
Q2 		– Sell
-11,330
Closed -$567K – 558
2023
Q1 		$567K Buy
11,330
+314
+3% +$14.8K 0.01% 403
2022
Q4 		$510K Sell
11,016
-540
-5% -$23.4K 0.01% 405
2022
Q3 		$447K Buy
11,556
+110
+1% +$4.41K 0.01% 423
2022
Q2 		$427K Buy
+11,446
New +$466K 0.01% 427

Other funds holding BSX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Congress Wealth Management's BSX Position: Q2 2025 in Review

Congress Wealth Management increased its Boston Scientific (BSX) stake by 20% in Q2 2025, buying an estimated $4.87M and bringing the position to 289,421 shares worth $31.1M. The position accounts for 0.3% of the portfolio, ranked #77.

Congress Wealth Management first reported a position in BSX in Q2 2022 and has held it in 12 quarters since. 1,693 funds tracked by Wall St. Rank hold BSX as of Q2 2025.

  • Congress Wealth Management held 289,421 shares of Boston Scientific worth $31.1M as of Q2 2025.
  • Congress Wealth Management bought 48,132 Boston Scientific shares in Q2 2025, an estimated $4.87M.
  • Boston Scientific made up 0.3% of Congress Wealth Management's portfolio in Q2 2025, its #77 holding.
  • Congress Wealth Management first reported a position in Boston Scientific in Q2 2022 and has held it in 12 quarters since.
  • 1,693 funds tracked by Wall St. Rank held Boston Scientific as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.