Position in BAX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,096,395
+$373,589 QoQ
Shares Held
98,330
-4.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#165
of 682 holders
Holding Since
Dec 2022
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, 202644 WEALTH MANAGEMENT LLC holds $2,338,184 across 2 Medical Instruments & Supplies names. BAX ranks #1 (89.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAX |
Baxter International Inc
This page
|
98,330 | $2,096,395 | |
| 2 | ISRG |
Intuitive Surgical Inc
|
608 | $241,789 |
All Filings in BAX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,096,395 | 98,330 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,722,806 | 102,548 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,137,102 | 59,503 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,652,532 | 72,575 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,631,244 | 53,872 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,857,867 | 54,276 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,040,924 | 35,697 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,949,797 | 51,351 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $958,627 | 21,041 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $857,884 | 21,151 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $435,997 | 8,554 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||