Position in BAX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,304
+$2,364 QoQ
Shares Held
155
+176.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#593
of 682 holders
Holding Since
Jun 2021
21 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, 2026Bogart Wealth, LLC holds $11,669,958 across 19 Medical Instruments & Supplies names. BAX ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
16,705 | $6,643,244 | |
| 2 | RMD |
Resmed Inc
|
25,263 | $4,923,253 | |
| 3 | SOLV |
Solventum Corp
|
407 | $31,400 | |
| 4 | BDX |
Becton Dickinson & Co
|
142 | $21,488 | |
| 5 | ALGN |
Align Technology Inc
|
48 | $8,095 | |
| 6 | TFX |
Teleflex Inc
|
54 | $6,845 | |
| 7 | COO |
Cooper Companies, Inc.
|
93 | $6,669 | |
| 8 | ALC |
Alcon Inc
|
85 | $5,703 |
All Filings in BAX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,304 | 155 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $940 | 56 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $515 | 27 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $387 | 17 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $605 | 20 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,660 | 253 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $6,940 | 238 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $8,960 | 236 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $7,827 | 234 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $10,001 | 234 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $12,912 | 334 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $12,605 | 334 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $15,217 | 334 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,056 | 100 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $30,582 | 600 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $32,316 | 600 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $38,538 | 600 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $7,754 | 100 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $8,584 | 100 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $8,043 | 100 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $8,050 | 100 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||