Position in BAX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,290,202
+$1,001,014 QoQ
Shares Held
201,229
+2.8% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#111
of 682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026LPL Financial LLC holds $348,548,820 across 34 Medical Instruments & Supplies names. BAX ranks #12 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
449,091 | $178,594,508 | |
| 2 | BDX |
Becton Dickinson & Co
|
415,533 | $62,882,608 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
67,793 | $24,337,687 | |
| 4 | COO |
Cooper Companies, Inc.
|
143,898 | $10,318,925 | |
| 5 | ALC |
Alcon Inc
|
145,645 | $9,772,779 | |
| 6 | MDLN |
Medline Inc.
|
206,200 | $8,132,528 | |
| 7 | ALGN |
Align Technology Inc
|
47,976 | $8,091,632 | |
| 8 | SOLV |
Solventum Corp
|
104,010 | $8,024,371 |
All Filings in BAX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,290,202 | 201,229 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,289,188 | 195,785 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,156,475 | 165,174 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,293,374 | 188,554 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,876,500 | 194,072 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,293,151 | 183,849 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,404,443 | 151,044 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $18,157,861 | 478,216 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $14,295,459 | 427,368 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $14,747,565 | 345,053 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $11,440,731 | 295,932 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $10,248,108 | 271,545 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,059,059 | 198,838 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,722,177 | 190,389 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,996,848 | 196,132 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $10,705,267 | 198,761 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,808,878 | 183,853 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,019,929 | 180,809 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $15,549,057 | 181,140 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,516,730 | 180,489 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $14,257,757 | 177,115 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $13,989,560 | 165,871 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,137,552 | 138,803 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $9,773,683 | 121,533 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $10,258,384 | 119,145 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,627,411 | 106,262 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||