Position in BAX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$315,429
+$69,528 QoQ
Shares Held
14,795
+1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#345
of 682 holders
Holding Since
Sep 2023
12 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, 2026PERSONAL CFO SOLUTIONS, LLC holds $2,248,918 across 6 Medical Instruments & Supplies names. BAX ranks #4 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
1,857 | $738,491 | |
| 2 | LMAT |
Lemaitre Vascular Inc
|
3,821 | $366,663 | |
| 3 | BDX |
Becton Dickinson & Co
|
2,262 | $342,308 | |
| 4 | BAX |
Baxter International Inc
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|
14,795 | $315,429 | |
| 5 | ALC |
Alcon Inc
|
3,673 | $246,458 | |
| 6 | MMSI |
Merit Medical Systems Inc
|
3,455 | $239,569 |
All Filings in BAX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,429 | 14,795 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $245,901 | 14,637 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $277,572 | 14,525 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $266,067 | 11,685 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $305,616 | 10,093 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $373,586 | 10,914 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $290,666 | 9,968 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $364,246 | 9,593 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $302,254 | 9,036 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $357,862 | 8,373 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $324,550 | 8,395 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $272,633 | 7,224 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||