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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
Q2 		– Sell
-2,889
Closed -$181K – 816
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 $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 $3.37T AUM 44.26% 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

Root Financial Partners's BSX Position: Q2 2026 in Review

Root Financial Partners sold out of Boston Scientific (BSX) in Q2 2026, closing a stake of 2,889 shares — an estimated $181K sold.

Root Financial Partners first reported a position in BSX in Q3 2025 and held it in 3 quarters. The position peaked at $232K in Q4 2025. 1,478 funds tracked by Wall St. Rank hold BSX as of Q2 2026.

  • Root Financial Partners reported no remaining Boston Scientific position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,889 Boston Scientific shares in Q2 2026, an estimated $181K.
  • Root Financial Partners first reported a position in Boston Scientific in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Boston Scientific position peaked at $232K in Q4 2025.
  • 1,478 funds tracked by Wall St. Rank held Boston Scientific as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.