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Heritage Wealth Management (Ohio)’s Boston Scientific BSX Stock Holding History

Heritage Wealth Management (Ohio)’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
Q3 		– Sell
-2,100
Closed -$226K – 249
2025
Q2 		$226K Hold
2,100
– – 0.07% 219
2025
Q1 		$212K Buy
+2,100
New +$211K 0.07% 214

Other funds holding BSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s BSX Position: Q3 2025 in Review

Heritage Wealth Management (Ohio) sold out of Boston Scientific (BSX) in Q3 2025, closing a stake of 2,100 shares — an estimated $226K sold.

Heritage Wealth Management (Ohio) first reported a position in BSX in Q1 2025 and held it in 2 quarters. The position peaked at $226K in Q2 2025. 1,708 funds tracked by Wall St. Rank hold BSX as of Q3 2025.

  • Heritage Wealth Management (Ohio) reported no remaining Boston Scientific position as of Q3 2025 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 2,100 Boston Scientific shares in Q3 2025, an estimated $226K.
  • Heritage Wealth Management (Ohio) first reported a position in Boston Scientific in Q1 2025 and held it in 2 quarters.
  • Heritage Wealth Management (Ohio)'s Boston Scientific position peaked at $226K in Q2 2025.
  • 1,708 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2025.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q3 2025, filed 4 Nov 2025.