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EP Wealth Advisors’s Boston Scientific BSX Stock Holding History

EP Wealth 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
Q2 		$1.74M Buy
40,819
+16,062
+65% +$872K 0.01% 611
2026
Q1 		$1.55M Sell
24,757
-3,982
-14% -$319K 0.01% 539
2025
Q4 		$2.74M Buy
+28,739
New +$2.82M 0.01% 378
2025
Q2 		$3.78M Sell
35,146
-457
-1% -$46.2K 0.02% 303
2025
Q1 		$3.59M Buy
35,603
+16,149
+83% +$1.63M 0.03% 265
2024
Q4 		$1.74M Buy
19,454
+3,513
+22% +$309K 0.01% 379
2024
Q3 		$1.34M Buy
15,941
+2,875
+22% +$227K 0.01% 434
2024
Q2 		$1.01M Buy
13,066
+514
+4% +$37.6K 0.01% 389
2024
Q1 		$860K Buy
12,552
+497
+4% +$32K 0.01% 403
2023
Q4 		$697K Buy
12,055
+3,804
+46% +$203K 0.01% 432
2023
Q3 		$436K Sell
8,251
-10,088
-55% -$529K 0.01% 479
2023
Q2 		$470K Hold
18,339
– – 0.01% 477
2023
Q1 		$1.4M Buy
18,339
+10,140
+124% +$478K 0.02% 263
2022
Q4 		$379K Buy
+8,199
New +$355K 0.01% 425
2022
Q3 		– Sell
-5,474
Closed -$204K – 373
2022
Q2 		$204K Buy
+5,474
New +$223K ﹤0.01% 567

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

EP Wealth Advisors's BSX Position: Q2 2026 in Review

EP Wealth Advisors increased its Boston Scientific (BSX) stake by 65% in Q2 2026, buying an estimated $872K and bringing the position to 40,819 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #611.

EP Wealth Advisors first reported a position in BSX in Q2 2022 and has held it in 15 quarters since. The position peaked at $3.78M in Q2 2025. 1,477 funds tracked by Wall St. Rank hold BSX as of Q2 2026.

  • EP Wealth Advisors held 40,819 shares of Boston Scientific worth $1.74M as of Q2 2026.
  • EP Wealth Advisors bought 16,062 Boston Scientific shares in Q2 2026, an estimated $872K.
  • Boston Scientific made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #611 holding.
  • EP Wealth Advisors first reported a position in Boston Scientific in Q2 2022 and has held it in 15 quarters since.
  • EP Wealth Advisors's Boston Scientific position peaked at $3.78M in Q2 2025.
  • 1,477 funds tracked by Wall St. Rank held Boston Scientific as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.