Position in BAX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$921,962
+$294,365 QoQ
Shares Held
43,244
+15.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#228
of 682 holders
Holding Since
Jun 2022
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, 2026NewEdge Wealth, LLC holds $20,382,832 across 9 Medical Instruments & Supplies names. BAX ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
34,438 | $13,695,303 | |
| 2 | COO |
Cooper Companies, Inc.
|
36,043 | $2,584,643 | |
| 3 | ALGN |
Align Technology Inc
|
9,833 | $1,658,433 | |
| 4 | BAX |
Baxter International Inc
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|
43,244 | $921,962 | |
| 5 | TFX |
Teleflex Inc
|
4,186 | $530,617 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
963 | $345,717 | |
| 7 | BDX |
Becton Dickinson & Co
|
1,930 | $292,066 | |
| 8 | ALC |
Alcon Inc
|
3,241 | $217,471 |
All Filings in BAX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921,962 | 43,244 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $627,597 | 37,357 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $612,953 | 32,075 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $578,699 | 25,415 | Shares | Sole | 2025-11-07 | |
| 2022-06-30 | $242,660 | 3,778 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||