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Root Financial Partners’s Boston Scientific BSX Stock Holding History

Root Financial Partners’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 		$181K Buy
2,889
+461
+19% +$36.9K 0.01% 360
2025
Q4 		$232K Buy
2,428
+497
+26% +$48.7K 0.01% 271
2025
Q3 		$189K Buy
+1,931
New +$200K 0.01% 291

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

Root Financial Partners's BSX Position: Q1 2026 in Review

Root Financial Partners increased its Boston Scientific (BSX) stake by 19% in Q1 2026, buying an estimated $36.9K and bringing the position to 2,889 shares worth $181K. The position accounts for 0.01% of the portfolio, ranked #360.

Root Financial Partners first reported a position in BSX in Q3 2025 and has held it in 3 quarters since. The position peaked at $232K in Q4 2025. 1,665 funds tracked by Wall St. Rank hold BSX as of Q1 2026.

  • Root Financial Partners held 2,889 shares of Boston Scientific worth $181K as of Q1 2026.
  • Root Financial Partners bought 461 Boston Scientific shares in Q1 2026, an estimated $36.9K.
  • Boston Scientific made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #360 holding.
  • Root Financial Partners first reported a position in Boston Scientific in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Boston Scientific position peaked at $232K in Q4 2025.
  • 1,665 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.