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Waverly Advisors’s Boston Scientific BSX Stock Holding History

Waverly 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
2026
Q2 		$7.03M Buy
164,689
+1,700
+1% +$92.3K 0.04% 360
2026
Q1 		$10.2M Buy
162,989
+12,801
+9% +$1.02M 0.08% 250
2025
Q4 		$14.3M Buy
150,188
+79,524
+113% +$7.8M 0.12% 164
2025
Q3 		$6.9M Buy
70,664
+4,951
+8% +$513K 0.07% 266
2025
Q2 		$7.06M Buy
65,713
+2,195
+3% +$222K 0.08% 239
2025
Q1 		$6.41M Buy
63,518
+52,344
+468% +$5.27M 0.08% 240
2024
Q4 		$998K Buy
11,174
+2,179
+24% +$192K 0.02% 508
2024
Q3 		$754K Sell
8,995
-56
-0.6% -$4.41K 0.01% 498
2024
Q2 		$697K Buy
9,051
+425
+5% +$31.1K 0.01% 503
2024
Q1 		$591K Buy
8,626
+962
+13% +$61.9K 0.01% 448
2023
Q4 		$443K Sell
7,664
-4
-0.1% -$214 0.02% 313
2023
Q3 		$405K Buy
7,668
+18
+0.2% +$944 0.02% 284
2023
Q2 		$414K Buy
+7,650
New +$400K 0.02% 262
2018
Q1 		– Sell
-14,412
Closed -$357K – 206
2017
Q4 		$357K Buy
14,412
+4,756
+49% +$131K 0.05% 178
2017
Q3 		$282K Buy
+9,656
New +$267K 0.06% 184
2014
Q4 		– Sell
-310
Closed -$4K – 457
2014
Q3 		$4K Hold
310
– – ﹤0.01% 652
2014
Q2 		$4K Buy
310
+17
+6% +$221 ﹤0.01% 614
2014
Q1 		$4K Sell
293
-146
-33% -$1.92K ﹤0.01% 579
2013
Q4 		$5K Buy
+439
New +$5.19K ﹤0.01% 666

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

Waverly Advisors's BSX Position: Q2 2026 in Review

Waverly Advisors increased its Boston Scientific (BSX) stake by 1% in Q2 2026, buying an estimated $92.3K and bringing the position to 164,689 shares worth $7.03M. The position accounts for 0.04% of the portfolio, ranked #360.

Waverly Advisors first reported a position in BSX in Q4 2013 and has held it in 19 quarters since. The position peaked at $14.3M in Q4 2025. 1,468 funds tracked by Wall St. Rank hold BSX as of Q2 2026.

  • Waverly Advisors held 164,689 shares of Boston Scientific worth $7.03M as of Q2 2026.
  • Waverly Advisors bought 1,700 Boston Scientific shares in Q2 2026, an estimated $92.3K.
  • Boston Scientific made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #360 holding.
  • Waverly Advisors first reported a position in Boston Scientific in Q4 2013 and has held it in 19 quarters since.
  • Waverly Advisors's Boston Scientific position peaked at $14.3M in Q4 2025.
  • 1,468 funds tracked by Wall St. Rank held Boston Scientific as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.