Position in BAX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,954,589
+$1,055,400 QoQ
Shares Held
138,583
+22.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#138
of 688 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026NewEdge Advisors, LLC holds $32,678,586 across 19 Medical Instruments & Supplies names. BAX ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
50,825 | $20,212,086 | |
| 2 | BDX |
Becton Dickinson & Co
|
33,016 | $4,996,311 | |
| 3 | BAX |
Baxter International Inc
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|
138,583 | $2,954,589 | |
| 4 | SOLV |
Solventum Corp
|
13,437 | $1,036,664 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
2,760 | $990,840 | |
| 6 | WRBY |
Warby Parker Inc.
|
17,709 | $537,291 | |
| 7 | ALGN |
Align Technology Inc
|
2,826 | $476,633 | |
| 8 | RMD |
Resmed Inc
|
1,813 | $353,317 |
All Filings in BAX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,954,589 | 138,583 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,899,189 | 113,047 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $610,698 | 31,957 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $34,109 | 1,498 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $264,586 | 8,738 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $423,117 | 12,361 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $733,169 | 25,143 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,282,246 | 33,770 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,120,796 | 63,402 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,462,477 | 34,218 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $336,921 | 8,715 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $75,140 | 1,991 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $112,988 | 2,480 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $98,033 | 2,417 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $343,792 | 6,745 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $1,443,639 | 18,618 | Shares | Sole | 2022-05-13 | |
| 2020-12-31 | $418,210 | 5,212 | Shares | Sole | 2021-01-27 | |
| 2020-03-31 | $277,182 | 3,414 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||