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Roehl & Yi Investment Advisors’s Boston Scientific BSX Stock Holding History

Roehl & Yi Investment 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
-2,450
Closed -$239K – 173
2025
Q3 		$239K Buy
+2,450
New +$254K 0.1% 139

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

Roehl & Yi Investment Advisors's BSX Position: Q4 2025 in Review

Roehl & Yi Investment Advisors sold out of Boston Scientific (BSX) in Q4 2025, closing a stake of 2,450 shares — an estimated $239K sold.

Roehl & Yi Investment Advisors first reported a position in BSX in Q3 2025 and held it in 1 quarter. The position peaked at $239K in Q3 2025. 1,789 funds tracked by Wall St. Rank hold BSX as of Q4 2025.

  • Roehl & Yi Investment Advisors reported no remaining Boston Scientific position as of Q4 2025 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 2,450 Boston Scientific shares in Q4 2025, an estimated $239K.
  • Roehl & Yi Investment Advisors first reported a position in Boston Scientific in Q3 2025 and held it in 1 quarter.
  • Roehl & Yi Investment Advisors's Boston Scientific position peaked at $239K in Q3 2025.
  • 1,789 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2025.

Based on Roehl & Yi Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.