Position in BAX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,750
+$2,139 QoQ
Shares Held
129
+303.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#605
of 682 holders
Holding Since
Mar 2025
5 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, 2026Physician Wealth Advisors, Inc. holds $319,800 across 20 Medical Instruments & Supplies names. BAX ranks #13 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BDX |
Becton Dickinson & Co
|
1,280 | $193,702 | |
| 2 | ALC |
Alcon Inc
|
547 | $36,703 | |
| 3 | ISRG |
Intuitive Surgical Inc
|
65 | $25,849 | |
| 4 | COO |
Cooper Companies, Inc.
|
175 | $12,549 | |
| 5 | SOLV |
Solventum Corp
|
149 | $11,495 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
22 | $7,898 | |
| 7 | RMD |
Resmed Inc
|
28 | $5,456 | |
| 8 | AVTR |
Avantor, Inc.
|
471 | $4,662 |
All Filings in BAX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,750 | 129 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $611 | 32 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $478 | 21 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $605 | 20 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $684 | 20 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||