Position in BAX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$618
-$2,535 QoQ
Shares Held
29
-82.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#654
of 682 holders
Holding Since
Sep 2021
18 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, 2026Bell Investment Advisors, Inc holds $246,868 across 20 Medical Instruments & Supplies names. BAX ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
172 | $68,400 | |
| 2 | SOLV |
Solventum Corp
|
799 | $61,642 | |
| 3 | BDX |
Becton Dickinson & Co
|
189 | $28,601 | |
| 4 | RMD |
Resmed Inc
|
134 | $26,113 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
52 | $18,668 | |
| 6 | COO |
Cooper Companies, Inc.
|
212 | $15,202 | |
| 7 | MMSI |
Merit Medical Systems Inc
|
144 | $9,984 | |
| 8 | ALC |
Alcon Inc
|
53 | $3,556 |
All Filings in BAX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618 | 29 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $3,153 | 165 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $6,785 | 298 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $9,538 | 315 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,259 | 66 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $2,332 | 80 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,733 | 72 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,910 | 87 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,316 | 101 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,904 | 101 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,698 | 98 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $10,615 | 233 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,491 | 234 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,038 | 40 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,870 | 109 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $17,534 | 273 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $24,206 | 282 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $25,978 | 323 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||