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Heartwood Wealth Advisors’s Boston Scientific BSX Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-110
Closed -$10.7K – 259
2025
Q3 		$10.7K Buy
+110
New +$11.4K ﹤0.01% 383

Other funds holding BSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heartwood Wealth Advisors's BSX Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Boston Scientific (BSX) in Q4 2025, closing a stake of 110 shares — an estimated $10.7K sold.

Heartwood Wealth Advisors first reported a position in BSX in Q3 2025 and held it in 1 quarter. The position peaked at $10.7K in Q3 2025. 1,795 funds tracked by Wall St. Rank hold BSX as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Boston Scientific position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 110 Boston Scientific shares in Q4 2025, an estimated $10.7K.
  • Heartwood Wealth Advisors first reported a position in Boston Scientific in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Boston Scientific position peaked at $10.7K in Q3 2025.
  • 1,795 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.