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WealthPlan Investment Management’s Boston Scientific BSX Stock Holding History

WealthPlan Investment Management’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
2025
Q4 		– Sell
-2,298
Closed -$224K – 381
2025
Q3 		$224K Buy
2,298
+35
+2% +$3.63K 0.01% 304
2025
Q2 		$243K Buy
2,263
+53
+2% +$5.36K 0.02% 311
2025
Q1 		$223K Sell
2,210
-247
-10% -$24.9K 0.02% 249
2024
Q4 		$219K Sell
2,457
-526
-18% -$46.3K 0.02% 247
2024
Q3 		$250K Sell
2,983
-100
-3% -$7.88K 0.03% 224
2024
Q2 		$237K Buy
3,083
+100
+3% +$7.32K 0.04% 169
2024
Q1 		$204K Buy
+2,983
New +$192K 0.03% 177
2023
Q3 		– Sell
-2,983
Closed -$161K – 184
2023
Q2 		$161K Hold
2,983
– – 0.05% 134
2023
Q1 		$149K Buy
+2,983
New +$141K 0.03% 174

Other funds holding BSX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM