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Heritage Trust’s Boston Scientific BSX Stock Holding History

Heritage Trust’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 		$271K Sell
6,353
-10,276
-62% -$558K 0.02% 287
2026
Q1 		$1.04M Buy
16,629
+9,998
+151% +$800K 0.1% 168
2025
Q4 		$632K Buy
6,631
+4,446
+203% +$436K 0.06% 192
2025
Q3 		$213K Buy
2,185
+140
+7% +$14.5K 0.02% 291
2025
Q2 		$220K Hold
2,045
– – 0.03% 285
2025
Q1 		$206K Buy
+2,045
New +$206K 0.03% 290
2022
Q1 		– Sell
-12,310
Closed -$523K – 246
2021
Q4 		$523K Sell
12,310
-151
-1% -$6.34K 0.07% 183
2021
Q3 		$541K Sell
12,461
-221
-2% -$9.78K 0.08% 174
2021
Q2 		$542K Sell
12,682
-16,421
-56% -$691K 0.08% 175
2021
Q1 		$1.13M Sell
29,103
-820
-3% -$31K 0.17% 118
2020
Q4 		$1.08M Sell
29,923
-3,544
-11% -$128K 0.17% 115
2020
Q3 		$1.28M Sell
33,467
-514
-2% -$19.8K 0.24% 97
2020
Q2 		$1.19M Buy
33,981
+22,909
+207% +$825K 0.23% 96
2020
Q1 		$362K Hold
11,072
– – 0.09% 142
2019
Q4 		$501K Buy
11,072
+4,350
+65% +$182K 0.1% 135
2019
Q3 		$274K Buy
+6,722
New +$285K 0.06% 163

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

Heritage Trust's BSX Position: Q2 2026 in Review

Heritage Trust reduced its Boston Scientific (BSX) stake by 62% in Q2 2026, selling an estimated $558K and leaving 6,353 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #287.

Heritage Trust first reported a position in BSX in Q3 2019 and has held it in 16 quarters since. The position peaked at $1.28M in Q3 2020. 1,481 funds tracked by Wall St. Rank hold BSX as of Q2 2026.

  • Heritage Trust held 6,353 shares of Boston Scientific worth $271K as of Q2 2026.
  • Heritage Trust sold 10,276 Boston Scientific shares in Q2 2026, an estimated $558K.
  • Boston Scientific made up 0.02% of Heritage Trust's portfolio in Q2 2026, its #287 holding.
  • Heritage Trust first reported a position in Boston Scientific in Q3 2019 and has held it in 16 quarters since.
  • Heritage Trust's Boston Scientific position peaked at $1.28M in Q3 2020.
  • 1,481 funds tracked by Wall St. Rank held Boston Scientific as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.