HWG Holdings LP BSX BOSTON SCIENTIFIC CO

Ownership history in HWG Holdings LP  ·  10 quarters on record

AI Ownership Summary

HWG Holdings LP reported BOSTON SCIENTIFIC CO (BSX) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.33% in 2025 Q1. The latest visible filing shows BSX at 0.81% 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 HWG Holdings LP's position in BOSTON SCIENTIFIC CO, 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 Q4

BSX was reported at 0.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.33% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 HWG Holdings LP 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 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 40.4% -34.2% 34,934 -23,641 -40.4% 0.81% $3.3M 2026-01-12 $95.72
2025 Q3 REDUCED 58,575 -1,528 -2.5% 1.45% $5.7M 2025-10-14 $96.24
2025 Q2 ADDED 60,103 +8,343 +16.1% 1.89% $6.5M 2025-07-10 $103.86
2025 Q1 ADDED 51,760 +41,105 +385.8% 2.33% $5.2M 2025-04-22 $95.05
2024 Q4 ADDED 10,655 +4,207 +65.2% 0.31% $952K 2025-02-27 $100.80
2024 Q3 ADDED 6,448 +186 +3.0% 0.19% $540K 2024-10-23 $87.45
2024 Q2 REDUCED 6,262 -6 -0.1% 0.18% $482K 2024-08-19 $78.68
2023 Q4 REDUCED 6,268 -127 -2.0% 0.16% $362K 2024-01-04 $58.17
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HWG Holdings LP and BSX

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

How long has HWG Holdings LP reported owning BSX?

HWG Holdings LP reported BSX across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BSX position in HWG Holdings LP's portfolio?

The largest reported portfolio weight for BSX was 2.33% in 2025 Q1.

What is the latest reported BSX position on this page?

The most recent filing on this page is 2025 Q4, when HWG Holdings LP reported 34,934 shares, equal to 0.81% of portfolio, with an estimated market value of $3.3M.

What does the chart on this BSX ownership page compare?

The chart compares HWG Holdings LP'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 HWG Holdings LP time their BSX position?

Based on 13F filing dates vs. subsequent BSX price moves, HWG Holdings LP correctly timed 3 out of 9 reported position changes (33%). The annualised alpha on BSX relative to SPY over the holding period was +1.0%.

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