Position in BAX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$644,863
+$301,288 QoQ
Shares Held
30,247
+47.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#258
of 682 holders
Holding Since
Jun 2025
5 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, 2026Merit Financial Group, LLC holds $14,080,434 across 14 Medical Instruments & Supplies names. BAX ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
10,712 | $4,259,943 | |
| 2 | BDX |
Becton Dickinson & Co
|
11,930 | $1,805,362 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
4,582 | $1,644,938 | |
| 4 | COO |
Cooper Companies, Inc.
|
20,145 | $1,444,594 | |
| 5 | ALGN |
Align Technology Inc
|
8,090 | $1,364,454 | |
| 6 | BAX |
Baxter International Inc
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|
30,247 | $644,863 | |
| 7 | RMD |
Resmed Inc
|
3,000 | $584,636 | |
| 8 | NVST |
Envista Holdings Corp
|
21,643 | $570,289 |
All Filings in BAX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644,863 | 30,247 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $343,575 | 20,451 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $328,441 | 17,187 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $304,843 | 13,388 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $457,742 | 15,117 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||