Kozak & Associates, Inc. BSX BOSTON SCIENTIFIC CORP COM

Ownership history in Kozak & Associates, Inc.  ·  19 quarters on record

AI Ownership Summary

Kozak & Associates, Inc. reported BOSTON SCIENTIFIC CORP COM (BSX) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.08% in 2025 Q1. The latest visible filing shows BSX at 0.01% 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 Kozak & Associates, Inc.'s position in BOSTON SCIENTIFIC CORP COM, 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 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% 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
2024 Q1 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 Kozak & Associates, Inc. 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 1,068 0% 0.01% $46K 2026-07-02 $45.14
2026 Q1 UNCHANGED 1,068 0% 0.01% $67K 2026-04-14 $63.82
2025 Q4 REDUCED 66.7% -34.2% 1,068 -2,136 -66.7% 0.02% $104K 2026-01-12 $95.72
2025 Q3 UNCHANGED 3,204 0% 0.06% $326K 2025-11-18 $99.22
2025 Q2 UNCHANGED 3,204 0% 0.07% $330K 2025-07-10 $103.86
2025 Q1 UNCHANGED 3,204 0% 0.08% $302K 2025-04-15 $94.23
2024 Q4 UNCHANGED 3,204 0% 0.07% $291K 2025-01-06 $91.29
2024 Q3 UNCHANGED 3,204 0% 0.07% $279K 2024-10-17 $86.42
2024 Q2 UNCHANGED 3,204 0% 0.06% $244K 2024-07-05 $76.40
2024 Q1 UNCHANGED 3,204 0% 0.06% $239K 2024-05-17 $74.65
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kozak & Associates, Inc. and BSX

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

How long has Kozak & Associates, Inc. reported owning BSX?

Kozak & Associates, Inc. reported BSX across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BSX position in Kozak & Associates, Inc.'s portfolio?

The largest reported portfolio weight for BSX was 0.08% in 2025 Q1.

What is the latest reported BSX position on this page?

The most recent filing on this page is 2026 Q2, when Kozak & Associates, Inc. reported 1,068 shares, equal to 0.01% of portfolio, with an estimated market value of $46K.

What does the chart on this BSX ownership page compare?

The chart compares Kozak & Associates, Inc.'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.

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