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Marshall & Sterling Wealth Advisors’s Boston Scientific BSX Stock Holding History

Marshall & Sterling 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
-713
Closed -$69.6K – 376
2025
Q3 		$69.6K Sell
713
-150
-17% -$15.5K 0.04% 144
2025
Q2 		$92.7K Buy
863
+339
+65% +$34.3K 0.06% 113
2025
Q1 		$52.9K Buy
+524
New +$52.8K 0.04% 147

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 $3.37T AUM 44.26% 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

Marshall & Sterling Wealth Advisors's BSX Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Boston Scientific (BSX) in Q4 2025, closing a stake of 713 shares — an estimated $69.6K sold.

Marshall & Sterling Wealth Advisors first reported a position in BSX in Q1 2025 and held it in 3 quarters. The position peaked at $92.7K in Q2 2025. 1,794 funds tracked by Wall St. Rank hold BSX as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Boston Scientific position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 713 Boston Scientific shares in Q4 2025, an estimated $69.6K.
  • Marshall & Sterling Wealth Advisors first reported a position in Boston Scientific in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Boston Scientific position peaked at $92.7K in Q2 2025.
  • 1,794 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.