Position in BAX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,088,954
+$1,796,380 QoQ
Shares Held
97,981
+540.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#166
of 682 holders
Holding Since
Dec 2022
7 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, 2026Bleakley Financial Group, LLC holds $17,055,063 across 7 Medical Instruments & Supplies names. BAX ranks #3 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
18,371 | $7,305,779 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
10,173 | $3,652,107 | |
| 3 | BAX |
Baxter International Inc
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|
97,981 | $2,088,954 | |
| 4 | BDX |
Becton Dickinson & Co
|
13,736 | $2,078,668 | |
| 5 | COO |
Cooper Companies, Inc.
|
19,170 | $1,374,680 | |
| 6 | NVST |
Envista Holdings Corp
|
11,974 | $315,514 | |
| 7 | XRAY |
DENTSPLY SIRONA Inc.
|
22,560 | $239,361 |
All Filings in BAX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,088,954 | 97,981 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $292,574 | 15,310 | Shares | Sole | 2026-02-09 | |
| 2024-03-31 | $212,246 | 4,966 | Shares | Sole | 2024-05-08 | |
| 2023-09-30 | $226,100 | 5,991 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $624,445 | 13,706 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $287,570 | 7,090 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $287,368 | 5,638 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||