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Montag & Associates’s Boston Scientific BSX Stock Holding History

Montag & Associates’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 		$114K Sell
2,680
-600
-18% -$32.6K ﹤0.01% 492
2026
Q1 		$206K Sell
3,280
-13,864
-81% -$1.11M 0.01% 419
2025
Q4 		$1.63M Sell
17,144
-395
-2% -$38.7K 0.07% 179
2025
Q3 		$1.71M Sell
17,539
-256
-1% -$26.5K 0.08% 183
2025
Q2 		$1.91M Buy
17,795
+14,509
+442% +$1.47M 0.09% 170
2025
Q1 		$331K Buy
3,286
+786
+31% +$79.1K 0.02% 350
2024
Q4 		$223K Sell
2,500
-13,300
-84% -$1.17M 0.01% 411
2024
Q3 		$1.32M Sell
15,800
-500
-3% -$39.4K 0.06% 220
2024
Q2 		$1.26M Buy
16,300
+1,713
+12% +$125K 0.06% 207
2024
Q1 		$999K Hold
14,587
– – 0.05% 245
2023
Q4 		$843K Buy
14,587
+11,787
+421% +$629K 0.05% 246
2023
Q3 		$148K Buy
2,800
+88
+3% +$4.62K 0.01% 422
2023
Q2 		$147K Hold
2,712
– – 0.01% 431
2023
Q1 		$136K Hold
2,712
– – 0.01% 431
2022
Q4 		$125K Buy
2,712
+212
+8% +$9.18K 0.01% 428
2022
Q3 		$97K Hold
2,500
– – 0.01% 441
2022
Q2 		$93K Hold
2,500
– – 0.01% 445
2022
Q1 		$111K Hold
2,500
– – 0.01% 452
2021
Q4 		$106K Hold
2,500
– – 0.01% 467
2021
Q3 		$108K Hold
2,500
– – 0.01% 461
2021
Q2 		$107K Hold
2,500
– – 0.01% 462
2021
Q1 		$97K Hold
2,500
– – 0.01% 474
2020
Q4 		$90K Buy
+2,500
New +$90.1K 0.01% 465
2020
Q1 		– Sell
-4,875
Closed -$220K – 288
2019
Q4 		$220K Sell
4,875
-125
-3% -$5.23K 0.02% 284
2019
Q3 		$203K Hold
5,000
– – 0.02% 292
2019
Q2 		$215K Sell
5,000
-1,500
-23% -$57.7K 0.02% 290
2019
Q1 		$249K Sell
6,500
-9,000
-58% -$344K 0.02% 274
2018
Q4 		$548K Sell
15,500
-26,377
-63% -$957K 0.06% 195
2018
Q3 		$1.61M Hold
41,877
– – 0.14% 137
2018
Q2 		$1.37M Buy
+41,877
New +$1.26M 0.14% 143

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 $3.38T AUM 44.17% 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

Montag & Associates's BSX Position: Q2 2026 in Review

Montag & Associates reduced its Boston Scientific (BSX) stake by 18% in Q2 2026, selling an estimated $32.6K and leaving 2,680 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Montag & Associates first reported a position in BSX in Q2 2018 and has held it in 30 quarters since. The position peaked at $1.91M in Q2 2025. 1,487 funds tracked by Wall St. Rank hold BSX as of Q2 2026.

  • Montag & Associates held 2,680 shares of Boston Scientific worth $114K as of Q2 2026.
  • Montag & Associates sold 600 Boston Scientific shares in Q2 2026, an estimated $32.6K.
  • Boston Scientific made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #492 holding.
  • Montag & Associates first reported a position in Boston Scientific in Q2 2018 and has held it in 30 quarters since.
  • Montag & Associates's Boston Scientific position peaked at $1.91M in Q2 2025.
  • 1,487 funds tracked by Wall St. Rank held Boston Scientific as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.