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Shepherd Financial Partners’s Boston Scientific BSX Stock Holding History

Shepherd 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 		$1.31M Sell
20,871
-430
-2% -$34.4K 0.12% 98
2025
Q4 		$2.03M Sell
21,301
-615
-3% -$60.3K 0.19% 81
2025
Q3 		$2.14M Sell
21,916
-6
-0% -$621 0.2% 77
2025
Q2 		$2.35M Buy
21,922
+551
+3% +$55.8K 0.25% 68
2025
Q1 		$2.16M Sell
21,371
-1,353
-6% -$136K 0.25% 71
2024
Q4 		$2.03M Buy
22,724
+250
+1% +$22K 0.24% 66
2024
Q3 		$1.88M Buy
22,474
+296
+1% +$23.3K 0.23% 69
2024
Q2 		$1.71M Sell
22,178
-860
-4% -$62.9K 0.22% 68
2024
Q1 		$1.58M Sell
23,038
-39
-0.2% -$2.51K 0.21% 73
2023
Q4 		$1.33M Buy
23,077
+114
+0.5% +$6.08K 0.19% 81
2023
Q3 		$1.21M Sell
22,963
-3,507
-13% -$184K 0.19% 78
2023
Q2 		$1.43M Sell
26,470
-793
-3% -$41.4K 0.22% 72
2023
Q1 		$1.36M Hold
27,263
– – 0.23% 71
2022
Q4 		$1.26M Sell
27,263
-49
-0.2% -$2.12K 0.23% 69
2022
Q3 		$1.06M Hold
27,312
– – 0.21% 77
2022
Q2 		$1.02M Buy
27,312
+697
+3% +$28.4K 0.2% 74
2022
Q1 		$1.18M Sell
26,615
-3,171
-11% -$137K 0.21% 79
2021
Q4 		$1.27M Sell
29,786
-2,393
-7% -$101K 0.22% 80
2021
Q3 		$1.4M Buy
32,179
+77
+0.2% +$3.41K 0.27% 73
2021
Q2 		$1.37M Buy
32,102
+235
+0.7% +$9.89K 0.26% 74
2021
Q1 		$1.23M Buy
31,867
+3,850
+14% +$146K 0.27% 75
2020
Q4 		$1.01M Sell
28,017
-10,229
-27% -$369K 0.23% 81
2020
Q3 		$1.46M Sell
38,246
-724
-2% -$27.9K 0.34% 63
2020
Q2 		$1.37M Buy
38,970
+497
+1% +$17.9K 0.37% 49
2020
Q1 		$1.26M Sell
38,473
-766
-2% -$29.9K 0.43% 41
2019
Q4 		$1.77M Buy
39,239
+355
+0.9% +$14.9K 0.41% 43
2019
Q3 		$1.58M Sell
38,884
-370
-0.9% -$15.7K 0.4% 44
2019
Q2 		$1.69M Sell
39,254
-152
-0.4% -$5.85K 0.32% 44
2019
Q1 		$1.51M Buy
39,406
+11,107
+39% +$424K 0.29% 50
2018
Q4 		$999K Sell
28,299
-859
-3% -$31.2K 0.22% 55
2018
Q3 		$954K Hold
29,158
– – 0.22% 63
2018
Q2 		$960K Sell
29,158
-927
-3% -$28K 0.22% 63
2018
Q1 		$822K Sell
30,085
-5,324
-15% -$145K 0.2% 58
2017
Q4 		$879K Sell
35,409
-9,392
-21% -$259K 0.21% 60
2017
Q3 		$1.31M Sell
44,801
-96
-0.2% -$2.65K 0.3% 49
2017
Q2 		$1.24M Sell
44,897
-3,114
-6% -$82.6K 0.3% 49
2017
Q1 		$1.17M Sell
48,011
-1,246
-3% -$30.3K 0.3% 53
2016
Q4 		$1.08M Buy
+49,257
New +$1.07M 0.31% 54

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

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

Shepherd Financial Partners reduced its Boston Scientific (BSX) stake by 2% in Q1 2026, selling an estimated $34.4K and leaving 20,871 shares worth $1.31M. The position accounts for 0.12% of the portfolio, ranked #98.

Shepherd Financial Partners first reported a position in BSX in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.35M in Q2 2025. 1,664 funds tracked by Wall St. Rank hold BSX as of Q1 2026.

  • Shepherd Financial Partners held 20,871 shares of Boston Scientific worth $1.31M as of Q1 2026.
  • Shepherd Financial Partners sold 430 Boston Scientific shares in Q1 2026, an estimated $34.4K.
  • Boston Scientific made up 0.12% of Shepherd Financial Partners's portfolio in Q1 2026, its #98 holding.
  • Shepherd Financial Partners first reported a position in Boston Scientific in Q4 2016 and has held it in 38 quarters since.
  • Shepherd Financial Partners's Boston Scientific position peaked at $2.35M in Q2 2025.
  • 1,664 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.