Position in BAX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,267,551
+$385,531 QoQ
Shares Held
106,358
-5.1% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#158
of 686 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Derivatives in BAX
reported options exposure · as of Jun 30, 2026CallValue
$78,884
CallShares
3,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Arkadios Wealth Advisors holds $18,339,905 across 8 Medical Instruments & Supplies names. BAX ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
32,217 | $12,812,055 | |
| 2 | BAX |
Baxter International Inc
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|
106,358 | $2,267,551 | |
| 3 | XRAY |
DENTSPLY SIRONA Inc.
|
94,000 | $997,339 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
1,849 | $663,791 | |
| 5 | MDLN |
Medline Inc.
|
16,266 | $641,530 | |
| 6 | SOLV |
Solventum Corp
|
4,990 | $384,978 | |
| 7 | BDX |
Becton Dickinson & Co
|
2,147 | $324,904 | |
| 8 | COO |
Cooper Companies, Inc.
|
3,455 | $247,757 |
All Filings in BAX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,267,551 | 106,358 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $78,884 | 3,700 | Call | Sole | 2026-08-10 | |
| 2026-03-31 | $1,882,020 | 112,025 | Shares | Sole | 2026-05-18 | |
| 2026-03-31 | $70,560 | 4,200 | Call | Sole | 2026-05-18 | |
| 2025-12-31 | $9,555 | 500 | Put | Sole | 2026-02-13 | |
| 2025-12-31 | $103,194 | 5,400 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $1,701,228 | 89,023 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $36,432 | 1,600 | Put | Sole | 2025-10-29 | |
| 2025-09-30 | $95,634 | 4,200 | Call | Sole | 2025-10-29 | |
| 2025-09-30 | $1,614,142 | 70,889 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,892,711 | 62,507 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $66,616 | 2,200 | Put | Sole | 2025-08-04 | |
| 2025-03-31 | $590,296 | 17,245 | Shares | Sole | 2025-05-08 | |
| 2022-03-31 | $216,259 | 2,789 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $329,711 | 3,841 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $309,655 | 3,850 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $312,581 | 3,883 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $145,823 | 1,729 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $138,734 | 1,729 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $139,046 | 1,729 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $151,363 | 1,758 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $143,462 | 1,767 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||