Position in BAX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$744,451
+$103,111 QoQ
Shares Held
34,918
-8.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#246
of 682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Derivatives in BAX
reported options exposure · as of Dec 31, 2024CallValue
$50
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026HighTower Advisors, LLC holds $108,582,420 across 22 Medical Instruments & Supplies names. BAX ranks #10 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
189,995 | $75,557,211 | |
| 2 | BDX |
Becton Dickinson & Co
|
101,298 | $15,329,426 | |
| 3 | RMD |
Resmed Inc
|
16,475 | $3,210,648 | |
| 4 | SOLV |
Solventum Corp
|
30,210 | $2,330,701 | |
| 5 | ATR |
Aptargroup, Inc.
|
14,144 | $1,770,828 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
4,481 | $1,608,679 | |
| 7 | ALGN |
Align Technology Inc
|
7,718 | $1,301,717 | |
| 8 | ALC |
Alcon Inc
|
14,269 | $957,449 |
All Filings in BAX
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $744,451 | 34,918 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $641,340 | 38,175 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $635,254 | 33,242 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $943,156 | 41,421 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,484,416 | 49,023 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,643,279 | 48,007 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $50 | 1,000 | Call | Sole | 2025-02-07 | |
| 2024-12-31 | $1,352,382 | 46,378 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,460,607 | 64,804 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $1,400 | 1,000 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $1,890,828 | 56,527 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,358,777 | 55,189 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,002,356 | 51,794 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,373,355 | 62,887 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,103,456 | 68,118 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,736,907 | 67,478 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,720,394 | 131,850 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,991,028 | 129,800 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $8,489,536 | 132,174 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $10,365,237 | 133,676 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $11,212,850 | 130,625 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $10,505,847 | 130,621 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,564,981 | 131,242 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $10,397,182 | 123,277 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $9,523,605 | 118,689 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $14,616,897 | 181,757 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $15,113,563 | 175,535 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $10,820,597 | 133,275 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||