Gitterman Wealth Management, LLC BSX β€” BOSTON SCIENTIFIC CORP

Ownership history in Gitterman Wealth Management, LLC  Β·  4 quarters on record

AI Ownership Summary

Gitterman Wealth Management, LLC reported BOSTON SCIENTIFIC CORP (BSX) in 4 quarterly 13F filings from 2024 Q3 through 2025 Q2. Peak portfolio weight reached 0.15% in 2024 Q4. The latest visible filing shows BSX at 0.05% 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.

What this BSX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gitterman Wealth Management, 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
2025 Q2

BSX was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 to 2025 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 Gitterman Wealth Management, LLC held BSX β€” position size vs. price
% of Fund (quarterly)    BSX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 44.5% -9.7% βœ… 2,126 -1,706 -44.5% 0.05% $228K 2025-08-12 $102.64
2025 Q1 REDUCED β€” β€” β€” 3,832 -127 -3.2% 0.10% $387K 2025-05-14 $102.95
2024 Q4 ADDED β€” β€” β€” 3,959 +168 +4.4% 0.15% $354K 2025-02-10 $106.18
2024 Q3 INITIATED β€” β€” β€” 3,791 β€” β€” 0.13% $318K 2024-11-13 $88.77

FAQ About Gitterman Wealth Management, 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 Gitterman Wealth Management, LLC reported owning BSX?

Gitterman Wealth Management, LLC reported BSX across 4 quarterly 13F filings, from 2024 Q3 through 2025 Q2.

What was the largest reported BSX position in Gitterman Wealth Management, LLC's portfolio?

The largest reported portfolio weight for BSX was 0.15% in 2024 Q4.

What is the latest reported BSX position on this page?

The most recent filing on this page is 2025 Q2, when Gitterman Wealth Management, LLC reported 2,126 shares, equal to 0.05% of portfolio, with an estimated market value of $228K.

What does the chart on this BSX ownership page compare?

The chart compares Gitterman Wealth Management, 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 Gitterman Wealth Management, LLC time their BSX position?

Based on 13F filing dates vs. subsequent BSX price moves, Gitterman Wealth Management, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on BSX relative to SPY over the holding period was +10.0%.

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