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Octavia Wealth Advisors’s Boston Scientific BSX Stock Holding History

Octavia 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
2026
Q1 		– Sell
-2,531
Closed -$241K – 240
2025
Q4 		$241K Buy
2,531
+206
+9% +$20.2K 0.02% 210
2025
Q3 		$227K Buy
+2,325
New +$241K 0.02% 230

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Octavia Wealth Advisors's BSX Position: Q1 2026 in Review

Octavia Wealth Advisors sold out of Boston Scientific (BSX) in Q1 2026, closing a stake of 2,531 shares — an estimated $241K sold.

Octavia Wealth Advisors first reported a position in BSX in Q3 2025 and held it in 2 quarters. The position peaked at $241K in Q4 2025. 1,676 funds tracked by Wall St. Rank hold BSX as of Q1 2026.

  • Octavia Wealth Advisors reported no remaining Boston Scientific position as of Q1 2026 after selling out during the quarter.
  • Octavia Wealth Advisors sold 2,531 Boston Scientific shares in Q1 2026, an estimated $241K.
  • Octavia Wealth Advisors first reported a position in Boston Scientific in Q3 2025 and held it in 2 quarters.
  • Octavia Wealth Advisors's Boston Scientific position peaked at $241K in Q4 2025.
  • 1,676 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2026.

Based on Octavia Wealth Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.