EVERGREEN CAPITAL MANAGEMENT LLC
Position in BAX — Baxter International Inc
CIK 1260824
Bellevue, WA
Position in BAX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$409,513
+$199,648 QoQ
Shares Held
19,208
+53.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#311
of 682 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 37%
Shared 63%
None 0%
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $10,734,687 across 15 Medical Instruments & Supplies names. BAX ranks #9 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
6,379 | $2,536,799 | |
| 2 | ATR |
Aptargroup, Inc.
|
9,238 | $1,156,597 | |
| 3 | MMSI |
Merit Medical Systems Inc
|
16,353 | $1,133,917 | |
| 4 | BDX |
Becton Dickinson & Co
|
5,837 | $883,312 | |
| 5 | RMD |
Resmed Inc
|
4,477 | $872,476 | |
| 6 | ALC |
Alcon Inc
|
10,486 | $703,610 | |
| 7 | SOLV |
Solventum Corp
|
6,539 | $504,483 | |
| 8 | AVTR |
Avantor, Inc.
|
48,885 | $483,961 |
All Filings in BAX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,513 | 19,208 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $209,865 | 12,492 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $2,101,793 | 109,984 | Shares | Sole | 2026-01-27 | |
| 2024-12-31 | $238,003 | 8,162 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $235,262 | 6,196 | Shares | Other | 2024-11-14 | |
| 2024-03-31 | $409,235 | 9,575 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $362,553 | 9,378 | Shares | Other | 2024-02-14 | |
| 2022-03-31 | $340,323 | 4,389 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $372,717 | 4,342 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $433,035 | 5,384 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $396,140 | 4,921 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $402,723 | 4,775 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $301,381 | 3,756 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $316,372 | 3,934 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $321,583 | 3,735 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $299,185 | 3,685 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||