Position in BAX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$475,905
+$98,964 QoQ
Shares Held
22,322
-0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#290
of 682 holders
Holding Since
Jun 2021
20 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, 2026Sequoia Financial Advisors, LLC holds $15,084,654 across 15 Medical Instruments & Supplies names. BAX ranks #10 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
11,226 | $4,464,355 | |
| 2 | SOLV |
Solventum Corp
|
21,672 | $1,671,994 | |
| 3 | BDX |
Becton Dickinson & Co
|
10,070 | $1,523,893 | |
| 4 | ALC |
Alcon Inc
|
19,755 | $1,325,560 | |
| 5 | ALGN |
Align Technology Inc
|
7,079 | $1,193,944 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
3,111 | $1,116,849 | |
| 7 | RMD |
Resmed Inc
|
5,105 | $994,862 | |
| 8 | COO |
Cooper Companies, Inc.
|
9,942 | $712,940 |
All Filings in BAX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,905 | 22,322 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $376,941 | 22,437 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $506,930 | 26,527 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $423,544 | 18,601 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $650,686 | 21,489 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $783,627 | 22,893 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $289,762 | 9,937 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $398,267 | 10,489 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $438,596 | 13,112 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $19,915,942 | 465,979 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $17,245,336 | 446,077 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $13,476,576 | 357,090 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $13,865,320 | 304,331 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $10,265,005 | 253,082 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $450,370 | 8,836 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $264,883 | 4,918 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $295,650 | 4,603 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $434,068 | 5,598 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $387,910 | 4,519 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $225,158 | 2,797 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||