What smart money is saying about Boston Scientific
3 funds in our archive have pitched Boston Scientific — most recently CDT in May 2026.
Boston Scientific Corporation (BSX) operates as a global leader in medical technology, specializing in the design, manufacturing, and commercialization of innovative medical devices tailored for a diverse array of interventional medical specialties across the globe. Its business is strategically organized into three principal segments: MedSurg, Rhythm and Neuro, and Cardiovascular. Within these divisions, the company provides a comprehensive portfolio of solutions addressing various gastrointestinal and pulmonary ailments, as well as urological and pelvic health concerns. This extends to advanced implantable devices for managing cardiac rhythm disorders, such as cardioverter-defibrillators, cardiac resynchronization therapy devices, and pacemakers, complemented by remote patient management systems. Furthermore, Boston Scientific offers sophisticated technologies for diagnosing and treating complex heart rate and rhythm irregularities. These encompass 3-D cardiac mapping and navigation tools, along with a suite of specialized catheters (including ablation, diagnostic, mapping, and intracardiac ultrasound types), delivery sheaths, and related accessories. Its offerings also extend to neurological conditions, providing spinal cord stimulator systems for chronic pain management, indirect decompression systems, and deep brain stimulation systems. In the realm of interventional cardiology, the company's innovations include drug-eluting coronary stent systems designed for treating coronary artery disease, products for percutaneous coronary interventions to combat atherosclerosis, and intravascular imaging catheters (such as ultrasound and fractional flow reserve devices) for assessing coronary arteries, heart chambers, and peripheral vessels. It also develops structural heart therapies. Beyond this, Boston Scientific supplies an array of stents, balloon catheters, wires, and atherectomy systems for the treatment of arterial diseases. For venous conditions, it provides thrombectomy and acoustic pulse thrombolysis systems, alongside wires and stents. Critically, the company also contributes to cancer treatment through peripheral embolization devices, radioactive microspheres, various ablation systems (including cryotherapy), and micro and drainage catheters. The organization was established in 1979 and maintains its corporate headquarters in Marlborough, Massachusetts.
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Position history
Between Q3 2025 and Q2 2026, 11 fund letters reported a position in Boston Scientific — 3 opened or added to the position, 7 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 11 | 3 | 7 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Fund activity · 11 positions · 10 moves
- June 2026
“Portfolio Highlights The ClearBridge Appreciation Strategy underperformed the benchmark S&P 500 Index in the second quarter of 2026. On an absolute basis, the Strategy had positive contributions from eight of 11 sectors. The IT sector was the main positive contributor, while energy was the main detractor. In relative terms, stock selection and sector allocation detracted. Stock selection in IT, industrials, communication services, financials and consumer discretionary, overweights to materials and energy and an IT underweight detracted the most. Conversely, stock selection in materials and a consumer discretionary underweight were beneficial. On an individual stock basis, the biggest relative contributors during the quarter were ASML, Palo Alto Networks, ASM International, an underweight to Microsoft and not owning Palantir. The biggest detractors were Netflix, underweights to Micron Technology and Advanced Micro Devices, and not owning Intel and Applied Materials. During the quarter, we initiated new positions in SpaceX in communication services, Micron Technology, Cisco Systems, Advanced Micro Devices and Texas Instruments in IT and Diamondback Energy in energy. We exited Roblox in communication services, Boston Scientific and AbbVie in health care and Solstice Advanced Materials in materials.”
Boston Scientific - June 2026
“we initiated a position in Boston Scientific in the health care sector and closed out of Parker- Hannifin in the industrials sector and S&P Global in the financials sector.”
Boston Scientific - June 2026
“Within IT, stock selection was beneficial, led by Micron Technology, the Strategy’s best-performing holding for the quarter.”
Boston Scientific - June 2026
“In health care, Boston Scientific detracted as investors reset expectations for the company’s near-term growth. The medical device company cut fiscal year 2026 organic sales growth guidance after reducing expectations for Watchman, its device used to reduce stroke risk in atrial fibrillation patients, and electrophysiology, its business treating abnormal heart rhythms. These are two of the company’s most important business segments, so the magnitude of the guidance reset weighed on shares, especially as the broader medtech sector is under pressure. We added to the position in June as we believe lowered valuations have created an opportunity.”
Boston Scientific - June 2026
“In health care, Boston Scientific detracted as investors reset expectations for the company’s near-term growth. The medical device company cut fiscal year 2026 organic sales growth guidance after reducing expectations for Watchman, its device used to reduce stroke risk in atrial fibrillation patients, and electrophysiology, its business treating abnormal heart rhythms. These are two of the company’s most important business segments, so the magnitude of the guidance reset weighed on shares, especially as the broader medtech sector is under pressure. We added to the position in June as we believe lowered valuations have created an opportunity.”
Boston Scientific - June 2026
“We eliminated holdings in Boston Scientific Corp., Intuit Inc., Münchener Rückversicherungs-Gesellschaft AG, ServiceNow Inc., and Waste Connections Inc.”
Boston Scientific - June 2026
“We eliminated holdings in Boston Scientific Corp., Intuit Inc., Münchener Rückversicherungs-Gesellschaft AG, ServiceNow Inc., and Waste Connections Inc.”
Boston Scientific - June 2026
“We sold Boston Scientific on concerns around continued pressure in its two growth engines: the Watchman device and Farapulse.”
Boston Scientific - June 2026
“Boston Scientific (-23%) cost 0.4 percentage points from a 1.0% average position and fell for a second consecutive quarter, and this time the problem was not just the multiple. The first quarter itself beat expectations, with organic revenue up 9.4%, but management cut full year guidance to 6.5% to 8% growth from February’s 4 10% to 11%, citing the first WATCHMAN volume declines after years of rapid growth and greater than expected electrophysiology share losses. The pressure had moved from the share price into the growth engines themselves: a different thesis from the one we owned. Having added through the first quarter, we exited, redeploying into healthcare franchises where growth is intact and the discount wide, Thermo Fisher, Lonza and Intuitive Surgical among them.”
Boston Scientific - June 2026
“Boston Scientific (-23%) cost 0.4 percentage points from a 1.0% average position and fell for a second consecutive quarter, and this time the problem was not just the multiple. The first quarter itself beat expectations, with organic revenue up 9.4%, but management cut full year guidance to 6.5% to 8% growth from February’s 10% to 11%, citing the first WATCHMAN volume declines after years of rapid growth and greater than expected electrophysiology share losses. The pressure had moved from the share price into the growth engines themselves: a different thesis from the one we owned. Having added through the first quarter, we exited, redeploying into healthcare franchises where growth is intact and the discount wide, Thermo Fisher, Lonza and Intuitive Surgical among them.”
Boston Scientific - June 2026
“Portfolio Activity (continued) On the other hand, we sold our position in Boston Scientific.”
Boston Scientific
Also mentioned · 2
These funds discuss Boston Scientific — as a competitor, benchmark or comparable — without disclosing a position in it.
- June 2026
“Our bottom five contributors to return in Q2 were Accenture, CME Group, Salesforce, Boston Scientific and EOG Resources.”
Boston Scientific - MentionedCDTMay 2026
“Increasingly insiders from high caliber companies such as Boston Scientific (BSX), Intuit (INTU), Textron (TXT), Flowserve (FLS) and Cencora (COR) are buying up the shares of the businesses they manage.”
Boston Scientific
Fund coverage · 3 theses
- CDTMay 2026
Boston Scientific is presented as a high-quality company with insider buying, growing sales, and a valuation discount.
Read the full thesis - Sands Capital Global LeadersDecember 2025
Boston Scientific is a leading medtech company with strong structural heart and EP franchises, a robust pipeline, and sustained double-digit growth.
Read the full thesis - Polen Focus GrowthSeptember 2025
Boston Scientific is a global leader in medical products with strong growth potential driven by its innovative Farapulse and Watchman platforms, likely achieving mid-teens earnings growth over the next 3-5 years.
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