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GoalVest Advisory’s Boston Scientific BSX Stock Holding History

GoalVest Advisory’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
Q3 		$1.35K Buy
+31
New +$1.44K ﹤0.01% 674
2025
Q2 		– Sell
-3
Closed -$303 – 377
2025
Q1 		$303 Sell
3
-33
-92% -$3.32K ﹤0.01% 408
2024
Q4 		$3.22K Buy
+36
New +$3.17K ﹤0.01% 327

Other funds holding BSX

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

GoalVest Advisory's BSX Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Boston Scientific (BSX) in Q3 2026: 31 shares worth $1.35K. The stake represents ﹤0.01% of the portfolio and ranks #674 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in BSX as recently as Q1 2025.

GoalVest Advisory first reported a position in BSX in Q4 2024 and has held it in 3 quarters since. The position peaked at $3.22K in Q4 2024. 43 funds tracked by Wall St. Rank hold BSX as of Q3 2026.

  • GoalVest Advisory held 31 shares of Boston Scientific worth $1.35K as of Q3 2026.
  • Boston Scientific was a new GoalVest Advisory position in Q3 2026.
  • Boston Scientific made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #674 holding.
  • GoalVest Advisory first reported a position in Boston Scientific in Q4 2024 and has held it in 3 quarters since.
  • GoalVest Advisory's Boston Scientific position peaked at $3.22K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.