Position in BAX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,066,255
+$337,219 QoQ
Shares Held
50,012
+15.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#216
of 682 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Atria Investments, Inc holds $31,013,143 across 20 Medical Instruments & Supplies names. BAX ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
24,737 | $9,837,410 | |
| 2 | BDX |
Becton Dickinson & Co
|
36,791 | $5,567,582 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
9,238 | $3,316,442 | |
| 4 | COO |
Cooper Companies, Inc.
|
25,556 | $1,832,620 | |
| 5 | ALC |
Alcon Inc
|
22,501 | $1,509,817 | |
| 6 | SOLV |
Solventum Corp
|
17,042 | $1,314,790 | |
| 7 | ALGN |
Align Technology Inc
|
6,857 | $1,156,501 | |
| 8 | BAX |
Baxter International Inc
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|
50,012 | $1,066,255 |
All Filings in BAX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,066,255 | 50,012 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $729,036 | 43,395 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $575,134 | 30,096 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $830,717 | 36,483 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,096,314 | 69,231 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,283,277 | 66,704 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,023,311 | 35,093 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,958,834 | 51,589 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,350,075 | 40,361 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,341,681 | 54,789 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,640,769 | 42,441 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,948,214 | 51,622 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,420,602 | 53,130 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,858,743 | 45,827 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,763,542 | 54,219 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,157,111 | 58,617 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,532,784 | 23,864 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,839,592 | 36,621 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,863,879 | 33,363 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,620,986 | 20,154 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,159,602 | 14,405 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,650,196 | 19,566 | Shares | Sole | 2021-05-11 | |
| 2020-03-31 | $814,985 | 10,038 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||