Morningstar Investment Management LLC
Position in BAX — Baxter International Inc
CIK 1673385
CHICAGO, IL
Position in BAX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,994,962
+$846,962 QoQ
Shares Held
187,381
0.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#115
of 682 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Morningstar Investment Management LLC holds $14,376,241 across 7 Medical Instruments & Supplies names. BAX ranks #1 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAX |
Baxter International Inc
This page
|
187,381 | $3,994,962 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
8,335 | $3,314,662 | |
| 3 | BDX |
Becton Dickinson & Co
|
19,364 | $2,930,354 | |
| 4 | ALGN |
Align Technology Inc
|
12,711 | $2,143,837 | |
| 5 | ALC |
Alcon Inc
|
17,357 | $1,164,654 | |
| 6 | ATR |
Aptargroup, Inc.
|
4,051 | $507,185 | |
| 7 | WST |
West Pharmaceutical Services Inc
|
893 | $320,587 |
All Filings in BAX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,994,962 | 187,381 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,148,000 | 187,381 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,588,571 | 187,785 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $7,359,195 | 323,197 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $411,777 | 13,599 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $269,059 | 9,227 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $308,126 | 8,115 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $271,480 | 8,116 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||