Position in BAX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,926
+$819 QoQ
Shares Held
278
-8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#565
of 682 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $5,198,859 across 17 Medical Instruments & Supplies names. BAX ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
10,474 | $4,165,299 | |
| 2 | RMD |
Resmed Inc
|
2,475 | $482,327 | |
| 3 | LMAT |
Lemaitre Vascular Inc
|
3,700 | $355,052 | |
| 4 | BDX |
Becton Dickinson & Co
|
548 | $82,928 | |
| 5 | ALGN |
Align Technology Inc
|
138 | $23,275 | |
| 6 | MMSI |
Merit Medical Systems Inc
|
262 | $18,167 | |
| 7 | ATRC |
AtriCure, Inc.
|
616 | $17,235 | |
| 8 | ALC |
Alcon Inc
|
241 | $16,171 |
All Filings in BAX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,926 | 278 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,107 | 304 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $21,192 | 1,109 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $16,143 | 709 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $32,429 | 1,071 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $91,325 | 2,668 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $62,227 | 2,134 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $102,329 | 2,695 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $115,034 | 3,439 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $182,542 | 4,271 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $161,173 | 4,169 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $160,847 | 4,262 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $148,480 | 3,259 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $128,129 | 3,159 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $92,561 | 1,816 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $111,597 | 2,072 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $288,842 | 4,497 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $357,924 | 4,616 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $473,836 | 5,520 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $560,597 | 6,970 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $625,565 | 7,771 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $714,781 | 8,475 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||