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Holistic Planning’s Boston Scientific BSX Stock Holding History

Holistic Planning’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
-2,699
Closed -$257K – 296
2025
Q4 		$257K Buy
2,699
+143
+6% +$14K 0.05% 242
2025
Q3 		$250K Sell
2,556
-26
-1% -$2.69K 0.07% 201
2025
Q2 		$277K Buy
2,582
+3
+0.1% +$304 0.08% 180
2025
Q1 		$260K Buy
2,579
+136
+6% +$13.7K 0.09% 153
2024
Q4 		$218K Sell
2,443
-98
-4% -$8.63K 0.08% 161
2024
Q3 		$213K Buy
+2,541
New +$200K 0.09% 148

Other funds holding BSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Holistic Planning's BSX Position: Q1 2026 in Review

Holistic Planning sold out of Boston Scientific (BSX) in Q1 2026, closing a stake of 2,699 shares — an estimated $257K sold.

Holistic Planning first reported a position in BSX in Q3 2024 and held it in 6 quarters. The position peaked at $277K in Q2 2025. 1,664 funds tracked by Wall St. Rank hold BSX as of Q1 2026.

  • Holistic Planning reported no remaining Boston Scientific position as of Q1 2026 after selling out during the quarter.
  • Holistic Planning sold 2,699 Boston Scientific shares in Q1 2026, an estimated $257K.
  • Holistic Planning first reported a position in Boston Scientific in Q3 2024 and held it in 6 quarters.
  • Holistic Planning's Boston Scientific position peaked at $277K in Q2 2025.
  • 1,664 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.