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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $166B AUM 43.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EP Wealth Advisors's BSX Position: Q1 2026 in Review

EP Wealth Advisors reduced its Boston Scientific (BSX) stake by 14% in Q1 2026, selling an estimated $319K and leaving 24,757 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #539.

EP Wealth Advisors first reported a position in BSX in Q2 2022 and has held it in 14 quarters since. The position peaked at $3.78M in Q2 2025. 1,664 funds tracked by Wall St. Rank hold BSX as of Q1 2026.

EP Wealth Advisors held 24,757 shares of Boston Scientific worth $1.55M as of Q1 2026.
EP Wealth Advisors sold 3,982 Boston Scientific shares in Q1 2026, an estimated $319K.
Boston Scientific made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #539 holding.
EP Wealth Advisors first reported a position in Boston Scientific in Q2 2022 and has held it in 14 quarters since.
EP Wealth Advisors's Boston Scientific position peaked at $3.78M in Q2 2025.
1,664 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2026.

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