Position in BAX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$605,658
+$362,210 QoQ
Shares Held
28,408
+96.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#266
of 682 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026HB Wealth Management, LLC holds $21,499,086 across 13 Medical Instruments & Supplies names. BAX ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
23,518 | $9,352,638 | |
| 2 | BDX |
Becton Dickinson & Co
|
31,456 | $4,760,236 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
4,709 | $1,690,531 | |
| 4 | ALGN |
Align Technology Inc
|
7,896 | $1,331,739 | |
| 5 | RMD |
Resmed Inc
|
4,413 | $860,005 | |
| 6 | COO |
Cooper Companies, Inc.
|
9,895 | $709,570 | |
| 7 | MDLN |
Medline Inc.
|
17,248 | $680,261 | |
| 8 | BAX |
Baxter International Inc
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|
28,408 | $605,658 |
All Filings in BAX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,658 | 28,408 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $243,448 | 14,491 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $285,102 | 14,919 | Shares | Sole | 2026-01-28 | |
| 2025-06-30 | $547,401 | 18,078 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $727,524 | 21,254 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $543,688 | 18,645 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $857,134 | 22,574 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $608,121 | 18,180 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $552,371 | 12,924 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $429,821 | 11,118 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $304,863 | 8,078 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $325,845 | 7,152 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $242,346 | 5,975 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $229,874 | 4,510 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $309,156 | 5,740 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $268,417 | 4,179 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $315,510 | 4,069 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $209,621 | 2,442 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||