Root Financial Partners
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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
Q3 		$298K Buy
+6,823
New +$316K 0.01% 322
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

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Root Financial Partners's BSX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Boston Scientific (BSX) in Q3 2026: 6,823 shares worth $298K. The stake represents 0.01% of the portfolio and ranks #322 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BSX as recently as Q1 2026.

Root Financial Partners first reported a position in BSX in Q3 2025 and has held it in 4 quarters since. 1,274 funds tracked by Wall St. Rank hold BSX as of Q3 2026.

  • Root Financial Partners held 6,823 shares of Boston Scientific worth $298K as of Q3 2026.
  • Boston Scientific was a new Root Financial Partners position in Q3 2026.
  • Boston Scientific made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #322 holding.
  • Root Financial Partners first reported a position in Boston Scientific in Q3 2025 and has held it in 4 quarters since.
  • 1,274 funds tracked by Wall St. Rank held Boston Scientific as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.