Position in BAX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$410,473
+$127,393 QoQ
Shares Held
19,253
+14.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#310
of 682 holders
Holding Since
Jun 2023
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, 2026Rothschild Wealth LLC holds $1,467,450 across 4 Medical Instruments & Supplies names. BAX ranks #2 (28.0% of the industry book) .
All Filings in BAX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,473 | 19,253 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $283,080 | 16,850 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $338,820 | 17,730 | Shares | Sole | 2026-02-17 | |
| 2024-03-31 | $202,202 | 4,731 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $210,077 | 4,611 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||