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Institute for Wealth Management’s Boston Scientific BSX Stock Holding History

Institute for Wealth Management’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 		$147K Buy
3,454
+252
+8% +$13.7K 0.01% 597
2026
Q1 		$201K Sell
3,202
-3
-0.1% -$240 0.02% 529
2025
Q4 		$306K Sell
3,205
-190
-6% -$18.6K 0.03% 427
2025
Q3 		$331K Buy
+3,395
New +$352K 0.03% 428

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

Institute for Wealth Management's BSX Position: Q2 2026 in Review

Institute for Wealth Management increased its Boston Scientific (BSX) stake by 7.9% in Q2 2026, buying an estimated $13.7K and bringing the position to 3,454 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #597.

Institute for Wealth Management first reported a position in BSX in Q3 2025 and has held it in 4 quarters since. The position peaked at $331K in Q3 2025. 1,470 funds tracked by Wall St. Rank hold BSX as of Q2 2026.

  • Institute for Wealth Management held 3,454 shares of Boston Scientific worth $147K as of Q2 2026.
  • Institute for Wealth Management bought 252 Boston Scientific shares in Q2 2026, an estimated $13.7K.
  • Boston Scientific made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #597 holding.
  • Institute for Wealth Management first reported a position in Boston Scientific in Q3 2025 and has held it in 4 quarters since.
  • Institute for Wealth Management's Boston Scientific position peaked at $331K in Q3 2025.
  • 1,470 funds tracked by Wall St. Rank held Boston Scientific as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.