Position in BAX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,157,037
+$919,158 QoQ
Shares Held
54,271
+283.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#207
of 686 holders
Holding Since
Mar 2020
19 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, 2026AE Wealth Management LLC holds $30,710,061 across 8 Medical Instruments & Supplies names. BAX ranks #3 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATR |
Aptargroup, Inc.
|
165,893 | $20,769,773 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
16,101 | $6,403,013 | |
| 3 | BAX |
Baxter International Inc
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|
54,271 | $1,157,037 | |
| 4 | BDX |
Becton Dickinson & Co
|
6,339 | $959,269 | |
| 5 | ALGN |
Align Technology Inc
|
2,713 | $457,557 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
1,251 | $449,109 | |
| 7 | SOLV |
Solventum Corp
|
5,635 | $434,734 | |
| 8 | EMBC |
Embecta Corp.
|
24,410 | $79,569 |
All Filings in BAX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,157,037 | 54,271 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $237,879 | 14,160 | Shares | Other | 2026-05-13 | |
| 2024-03-31 | $3,684,912 | 86,217 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $273,519 | 7,075 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $704,454 | 18,666 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $484,712 | 10,639 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $420,647 | 10,371 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $541,913 | 10,632 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $546,679 | 10,150 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $417,045 | 6,493 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,224,434 | 15,791 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,216,095 | 14,167 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,256,236 | 15,619 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $713,874 | 8,868 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $787,988 | 9,343 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $708,920 | 8,835 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $648,506 | 8,064 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $759,143 | 8,817 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $941,966 | 11,602 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||