Position in BSX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$160,135
-$463,600 QoQ
Shares Held
3,752
-62.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,143
of 1,468 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BSX Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Caldwell Trust Co holds $8,997,375 across 8 Medical Devices names. BSX ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
42,254 | $3,834,127 | |
| 2 | SYK |
Stryker Corp
|
10,631 | $3,347,063 | |
| 3 | DXCM |
Dexcom Inc
|
13,491 | $908,618 | |
| 4 | MDT |
Medtronic plc
|
6,152 | $481,270 | |
| 5 | GEHC |
GE HealthCare Technologies Inc.
|
4,091 | $261,864 | |
| 6 | BSX |
Boston Scientific Corp
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|
3,752 | $160,135 | |
| 7 | IART |
Integra Lifesciences Holdings Corp
|
200 | $3,592 | |
| 8 | PHG |
Koninklijke Philips NV
|
26 | $706 |
All Filings in BSX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,135 | 3,752 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $623,735 | 9,940 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $652,098 | 6,839 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $495,960 | 5,080 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $528,457 | 4,920 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $362,663 | 3,595 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $249,470 | 2,793 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $219,556 | 2,620 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $142,391 | 1,849 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $122,460 | 1,788 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $72,320 | 1,251 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $10,876 | 206 | Shares | Sole | 2025-10-01 | |
| 2021-12-31 | $2,591 | 61 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||