Position in BAX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$160,560
-$333,357 QoQ
Shares Held
7,531
-70.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#421
of 682 holders
Holding Since
Sep 2021
11 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, 2026Integrated Wealth Concepts LLC holds $13,084,532 across 38 Medical Instruments & Supplies names. BAX ranks #15 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
15,388 | $6,119,499 | |
| 2 | XRAY |
DENTSPLY SIRONA Inc.
|
126,199 | $1,338,971 | |
| 3 | SOLV |
Solventum Corp
|
10,800 | $833,220 | |
| 4 | BDX |
Becton Dickinson & Co
|
4,806 | $727,291 | |
| 5 | RMD |
Resmed Inc
|
3,175 | $618,744 | |
| 6 | COO |
Cooper Companies, Inc.
|
7,316 | $524,630 | |
| 7 | ALGN |
Align Technology Inc
|
2,688 | $453,358 | |
| 8 | ALC |
Alcon Inc
|
4,917 | $329,930 |
All Filings in BAX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $160,560 | 7,531 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $493,917 | 25,846 | Shares | Other | 2026-02-13 | |
| 2025-03-31 | $258,059 | 7,539 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $211,176 | 7,242 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $338,844 | 8,924 | Shares | Other | 2024-11-14 | |
| 2023-09-30 | $443,746 | 11,758 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $536,514 | 11,776 | Shares | Other | 2023-08-15 | |
| 2022-06-30 | $224,226 | 3,491 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $247,119 | 3,187 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $267,734 | 3,119 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $253,676 | 3,154 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||