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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
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 $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

Montag & Associates's BSX Position: Q1 2026 in Review

Montag & Associates reduced its Boston Scientific (BSX) stake by 81% in Q1 2026, selling an estimated $1.11M and leaving 3,280 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #419.

Montag & Associates first reported a position in BSX in Q2 2018 and has held it in 29 quarters since. The position peaked at $1.91M in Q2 2025. 1,664 funds tracked by Wall St. Rank hold BSX as of Q1 2026.

  • Montag & Associates held 3,280 shares of Boston Scientific worth $206K as of Q1 2026.
  • Montag & Associates sold 13,864 Boston Scientific shares in Q1 2026, an estimated $1.11M.
  • Boston Scientific made up 0.01% of Montag & Associates's portfolio in Q1 2026, its #419 holding.
  • Montag & Associates first reported a position in Boston Scientific in Q2 2018 and has held it in 29 quarters since.
  • Montag & Associates's Boston Scientific position peaked at $1.91M in Q2 2025.
  • 1,664 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.