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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthPlan Investment Management's BSX Position: Q4 2025 in Review

WealthPlan Investment Management sold out of Boston Scientific (BSX) in Q4 2025, closing a stake of 2,298 shares — an estimated $224K sold.

WealthPlan Investment Management first reported a position in BSX in Q1 2023 and held it in 9 quarters. The position peaked at $250K in Q3 2024. 1,795 funds tracked by Wall St. Rank hold BSX as of Q4 2025.

  • WealthPlan Investment Management reported no remaining Boston Scientific position as of Q4 2025 after selling out during the quarter.
  • WealthPlan Investment Management sold 2,298 Boston Scientific shares in Q4 2025, an estimated $224K.
  • WealthPlan Investment Management first reported a position in Boston Scientific in Q1 2023 and held it in 9 quarters.
  • WealthPlan Investment Management's Boston Scientific position peaked at $250K in Q3 2024.
  • 1,795 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2025.

Based on WealthPlan Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.