Position in BAX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$123,037
+$68,034 QoQ
Shares Held
5,771
+76.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#431
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, 2026Allworth Financial LP holds $16,035,810 across 35 Medical Instruments & Supplies names. BAX ranks #11 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
25,807 | $10,262,926 | |
| 2 | BDX |
Becton Dickinson & Co
|
15,164 | $2,294,768 | |
| 3 | ATR |
Aptargroup, Inc.
|
5,098 | $638,269 | |
| 4 | ALGN |
Align Technology Inc
|
3,393 | $572,263 | |
| 5 | SOLV |
Solventum Corp
|
5,018 | $387,138 | |
| 6 | COO |
Cooper Companies, Inc.
|
4,453 | $319,324 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
870 | $312,330 | |
| 8 | RMD |
Resmed Inc
|
1,286 | $250,615 |
All Filings in BAX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,037 | 5,771 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $55,003 | 3,274 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $59,967 | 3,138 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $101,622 | 4,463 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $97,834 | 3,231 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $97,110 | 2,837 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $90,570 | 3,106 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $104,683 | 2,757 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $106,538 | 3,185 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $125,014 | 2,925 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $115,708 | 2,993 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $46,571 | 1,234 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $37,769 | 829 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $39,586 | 976 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $33,385 | 655 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $37,971 | 705 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $58,063 | 904 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $36,753 | 474 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $54,165 | 631 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $61,287 | 762 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $55,142 | 685 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $16,868 | 200 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $11,474 | 143 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $11,500 | 143 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $26,949 | 313 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $11,610 | 143 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||