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Whalen Wealth Management’s Boston Scientific BSX Stock Holding History

Whalen Wealth 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
Q1 		– Sell
-7,657
Closed -$684K – 123
2024
Q4 		$684K Buy
+7,657
New +$674K 0.47% 41

Other funds holding BSX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Whalen Wealth Management's BSX Position: Q1 2025 in Review

Whalen Wealth Management sold out of Boston Scientific (BSX) in Q1 2025, closing a stake of 7,657 shares — an estimated $684K sold.

Whalen Wealth Management first reported a position in BSX in Q4 2024 and held it in 1 quarter. The position peaked at $684K in Q4 2024. 1,642 funds tracked by Wall St. Rank hold BSX as of Q1 2025.

  • Whalen Wealth Management reported no remaining Boston Scientific position as of Q1 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 7,657 Boston Scientific shares in Q1 2025, an estimated $684K.
  • Whalen Wealth Management first reported a position in Boston Scientific in Q4 2024 and held it in 1 quarter.
  • Whalen Wealth Management's Boston Scientific position peaked at $684K in Q4 2024.
  • 1,642 funds tracked by Wall St. Rank held Boston Scientific as of Q1 2025.

Based on Whalen Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.