Institute for Wealth Management, LLC.
Position in BSX — Boston Scientific Corp
CIK 1533954
DENVER, CO
Position in BSX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$147,416
-$53,509 QoQ
Shares Held
3,454
+7.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,150
of 1,468 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BSX Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,680,354 across 15 Medical Devices names. BSX ranks #4 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
5,882 | $533,732 | |
| 2 | EW |
Edwards Lifesciences Corp
|
5,010 | $453,204 | |
| 3 | SYK |
Stryker Corp
|
695 | $218,813 | |
| 4 | BSX |
Boston Scientific Corp
This page
|
3,454 | $147,416 | |
| 5 | MDT |
Medtronic plc
|
1,819 | $142,300 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
1,913 | $122,451 | |
| 7 | STE |
STERIS plc
|
106 | $22,320 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
230 | $19,800 |
All Filings in BSX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,416 | 3,454 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $200,925 | 3,202 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $305,596 | 3,205 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $331,453 | 3,395 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||