Strategic Wealth Investment Group, LLC BSX BOSTON SCIENTIFIC CORP

Ownership history in Strategic Wealth Investment Group, LLC  ·  15 quarters on record

AI Ownership Summary

Strategic Wealth Investment Group, LLC reported BOSTON SCIENTIFIC CORP (BSX) in 15 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 1.19% in 2025 Q4. The latest visible filing shows BSX at 1.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Wealth Investment Group, LLC's position in BOSTON SCIENTIFIC CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BSX was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.19% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Strategic Wealth Investment Group, LLC held BSX — position size vs. price
% of Fund (quarterly)    BSX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 209,615 +93,009 +79.8% 1.08% $8.9M 2026-08-04 $49.09
2026 Q1 ADDED 116,606 +14,925 +14.7% 0.93% $7.3M 2026-05-11 $53.37
2025 Q4 REDUCED 23.5% -34.2% 101,681 -31,259 -23.5% 1.19% $9.7M 2026-02-11 $73.47
2025 Q3 ADDED 132,940 +128,589 +2955.4% 1.09% $13.0M 2025-11-14 $102.69
2024 Q3 REDUCED 4,351 -112 -2.5% 0.04% $366K 2024-10-24 $85.10
2024 Q2 REDUCED 4,463 -86 -1.9% 0.04% $341K 2024-08-13 $75.92
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Strategic Wealth Investment Group, LLC and BSX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Strategic Wealth Investment Group, LLC reported owning BSX?

Strategic Wealth Investment Group, LLC reported BSX across 6 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported BSX position in Strategic Wealth Investment Group, LLC's portfolio?

The largest reported portfolio weight for BSX was 1.19% in 2025 Q4.

What is the latest reported BSX position on this page?

The most recent filing on this page is 2026 Q2, when Strategic Wealth Investment Group, LLC reported 209,615 shares, equal to 1.08% of portfolio, with an estimated market value of $8.9M.

What does the chart on this BSX ownership page compare?

The chart compares Strategic Wealth Investment Group, LLC's quarterly BSX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Strategic Wealth Investment Group, LLC time their BSX position?

Based on 13F filing dates vs. subsequent BSX price moves, Strategic Wealth Investment Group, LLC correctly timed 6 out of 14 reported position changes (43%). The annualised alpha on BSX relative to SPY over the holding period was -13.9%.

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