EWM
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Evercore Wealth Management’s Boston Scientific BSX Stock Holding History

Evercore 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
2026
Q1 		– Sell
-3,210
Closed -$306K – 423
2025
Q4 		$306K Sell
3,210
-3,074
-49% -$301K ﹤0.01% 335
2025
Q3 		$614K Sell
6,284
-4,250
-40% -$440K 0.01% 264
2025
Q2 		$1.13M Hold
10,534
– – 0.02% 203
2025
Q1 		$1.06M Sell
10,534
-117
-1% -$11.8K 0.02% 213
2024
Q4 		$951K Buy
10,651
+5
+0% +$440 0.01% 221
2024
Q3 		$892K Hold
10,646
– – 0.01% 225
2024
Q2 		$820K Sell
10,646
-17
-0.2% -$1.24K 0.01% 230
2024
Q1 		$730K Buy
10,663
+51
+0.5% +$3.28K 0.01% 244
2023
Q4 		$613K Buy
10,612
+71
+0.7% +$3.79K 0.01% 259
2023
Q3 		$557K Hold
10,541
– – 0.01% 262
2023
Q2 		$570K Hold
10,541
– – 0.01% 268
2023
Q1 		$527K Sell
10,541
-32
-0.3% -$1.51K 0.01% 270
2022
Q4 		$489K Buy
10,573
+223
+2% +$9.66K 0.01% 267
2022
Q3 		$401K Hold
10,350
– – 0.01% 278
2022
Q2 		$386K Sell
10,350
-384
-4% -$15.6K 0.01% 285
2022
Q1 		$475K Sell
10,734
-75
-0.7% -$3.25K 0.01% 288
2021
Q4 		$459K Hold
10,809
– – 0.01% 298
2021
Q3 		$469K Sell
10,809
-295
-3% -$13.1K 0.01% 298
2021
Q2 		$475K Sell
11,104
-28
-0.3% -$1.18K 0.01% 295
2021
Q1 		$431K Buy
11,132
+219
+2% +$8.29K 0.01% 316
2020
Q4 		$392K Sell
10,913
-2,187
-17% -$78.8K 0.01% 318
2020
Q3 		$500K Buy
13,100
+31
+0.2% +$1.2K 0.01% 265
2020
Q2 		$458K Sell
13,069
-166
-1% -$5.98K 0.01% 271
2020
Q1 		$432K Sell
13,235
-413
-3% -$16.1K 0.01% 256
2019
Q4 		$618K Sell
13,648
-890
-6% -$37.2K 0.02% 255
2019
Q3 		$592K Sell
14,538
-603
-4% -$25.5K 0.02% 258
2019
Q2 		$651K Sell
15,141
-18
-0.1% -$692 0.02% 250
2019
Q1 		$581K Buy
15,159
+1,274
+9% +$48.7K 0.02% 252
2018
Q4 		$491K Buy
13,885
+1,865
+16% +$67.6K 0.02% 252
2018
Q3 		$463K Hold
12,020
– – 0.01% 283
2018
Q2 		$393K Sell
12,020
-500
-4% -$15.1K 0.01% 295
2018
Q1 		$342K Sell
12,520
-843
-6% -$22.9K 0.01% 283
2017
Q4 		$331K Sell
13,363
-100
-0.7% -$2.76K 0.01% 298
2017
Q3 		$393K Hold
13,463
– – 0.02% 278
2017
Q2 		$373K Buy
13,463
+1,725
+15% +$45.8K 0.01% 294
2017
Q1 		$292K Sell
11,738
-102
-0.9% -$2.48K 0.01% 323
2016
Q4 		$256K Buy
11,840
+1,033
+10% +$22.5K 0.01% 328
2016
Q3 		$257K Hold
10,807
– – 0.01% 330
2016
Q2 		$253K Buy
10,807
+243
+2% +$5.26K 0.01% 322
2016
Q1 		$199K Buy
10,564
+564
+6% +$9.91K 0.01% 354
2015
Q4 		$184K Hold
10,000
– – 0.01% 383
2015
Q3 		$164K Hold
10,000
– – 0.01% 414
2015
Q2 		$178K Hold
10,000
– – 0.01% 436
2015
Q1 		$178K Buy
10,000
+5,000
+100% +$79K 0.01% 439
2014
Q4 		$66K Buy
+5,000
New +$63.9K ﹤0.01% 524

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Evercore Wealth Management's BSX Position: Q1 2026 in Review

Evercore Wealth Management sold out of Boston Scientific (BSX) in Q1 2026, closing a stake of 3,210 shares — an estimated $306K sold.

Evercore Wealth Management first reported a position in BSX in Q4 2014 and held it in 45 quarters. The position peaked at $1.13M in Q2 2025. 1,676 funds tracked by Wall St. Rank hold BSX as of Q1 2026.

  • Evercore Wealth Management reported no remaining Boston Scientific position as of Q1 2026 after selling out during the quarter.
  • Evercore Wealth Management sold 3,210 Boston Scientific shares in Q1 2026, an estimated $306K.
  • Evercore Wealth Management first reported a position in Boston Scientific in Q4 2014 and held it in 45 quarters.
  • Evercore Wealth Management's Boston Scientific position peaked at $1.13M in Q2 2025.
  • 1,676 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.