Position in BSX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,742,154
+$188,653 QoQ
Shares Held
40,819
+64.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#590
of 1,474 holders
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in BSX Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $97,925,250 across 20 Medical Devices names. BSX ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYK |
Stryker Corp
|
243,288 | $76,596,793 | |
| 2 | ABT |
Abbott Laboratories
|
79,164 | $7,183,341 | |
| 3 | EW |
Edwards Lifesciences Corp
|
37,702 | $3,410,522 | |
| 4 | MDT |
Medtronic plc
|
31,445 | $2,459,942 | |
| 5 | BSX |
Boston Scientific Corp
This page
|
40,819 | $1,742,154 | |
| 6 | TMDX |
TransMedics Group, Inc.
|
15,401 | $1,022,934 | |
| 7 | GMED |
Globus Medical Inc
|
11,993 | $947,566 | |
| 8 | LIVN |
LivaNova PLC
|
11,185 | $919,742 |
All Filings in BSX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,742,154 | 40,819 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,553,501 | 24,757 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,740,263 | 28,739 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $3,775,031 | 35,146 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,591,630 | 35,603 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,737,631 | 19,454 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,335,855 | 15,941 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,006,212 | 13,066 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $859,686 | 12,552 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $696,899 | 12,055 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $435,652 | 8,251 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $991,956 | 18,339 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $917,500 | 18,339 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $379,367 | 8,199 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $204,015 | 5,474 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||