Position in BAX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,550,468
+$745,493 QoQ
Shares Held
119,628
+11.3% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#146
of 682 holders
Holding Since
Mar 2020
24 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, 2026Cetera Investment Advisers holds $110,458,658 across 26 Medical Instruments & Supplies names. BAX ranks #10 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
115,349 | $45,871,990 | |
| 2 | BDX |
Becton Dickinson & Co
|
132,188 | $20,004,010 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
23,974 | $8,606,666 | |
| 4 | ATR |
Aptargroup, Inc.
|
48,785 | $6,107,882 | |
| 5 | SOLV |
Solventum Corp
|
49,447 | $3,814,836 | |
| 6 | COO |
Cooper Companies, Inc.
|
46,590 | $3,340,968 | |
| 7 | ALC |
Alcon Inc
|
48,165 | $3,231,871 | |
| 8 | RMD |
Resmed Inc
|
15,436 | $3,008,167 |
All Filings in BAX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,550,468 | 119,628 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,804,975 | 107,439 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,919,867 | 100,464 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,184,644 | 95,944 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,473,421 | 81,685 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,669,974 | 78,001 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,328,921 | 79,867 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,898,721 | 102,679 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,196,895 | 65,677 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $3,786,764 | 88,600 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $814,643 | 21,072 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $762,763 | 20,211 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $380,380 | 8,349 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $296,980 | 7,322 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $331,661 | 6,507 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $468,474 | 8,698 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $331,169 | 5,156 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $489,277 | 6,310 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $551,779 | 6,428 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $376,331 | 4,679 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $359,352 | 4,464 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $373,204 | 4,425 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $418,371 | 5,214 | Shares | Sole | 2021-02-17 | |
| 2020-03-31 | $296,587 | 3,653 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||