Position in BAX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,786,921
+$2,287,958 QoQ
Shares Held
177,623
+99.1% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#122
of 682 holders
Holding Since
Mar 2020
26 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, 2026Creative Planning holds $195,998,905 across 28 Medical Instruments & Supplies names. BAX ranks #13 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
137,514 | $54,686,566 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
90,518 | $32,495,962 | |
| 3 | BDX |
Becton Dickinson & Co
|
134,462 | $20,348,133 | |
| 4 | ALGN |
Align Technology Inc
|
69,292 | $11,686,787 | |
| 5 | MMSI |
Merit Medical Systems Inc
|
146,939 | $10,188,749 | |
| 6 | RMD |
Resmed Inc
|
49,217 | $9,591,408 | |
| 7 | COO |
Cooper Companies, Inc.
|
127,408 | $9,136,427 | |
| 8 | ALC |
Alcon Inc
|
132,357 | $8,881,154 |
All Filings in BAX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,786,921 | 177,623 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,498,963 | 89,224 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,092,430 | 109,494 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,282,191 | 100,228 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,981,038 | 65,424 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,970,616 | 86,784 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,078,436 | 71,277 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,483,442 | 91,742 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,708,306 | 80,966 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,671,151 | 85,895 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,886,045 | 74,652 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,981,799 | 79,009 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $3,991,921 | 87,619 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $3,891,852 | 95,953 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,480,639 | 68,288 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,661,564 | 67,983 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,149,065 | 64,597 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,120,974 | 66,043 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,499,768 | 64,070 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,091,379 | 63,302 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,281,202 | 65,605 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,535,065 | 65,628 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $5,376,481 | 67,005 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $5,197,303 | 64,627 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,945,584 | 57,440 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $4,513,270 | 55,589 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||