Position in BAX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$848,194
+$319,952 QoQ
Shares Held
39,784
+26.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#236
of 682 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Corient Private Wealth LLC holds $271,169,734 across 24 Medical Instruments & Supplies names. BAX ranks #20 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
341,834 | $135,940,545 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
65,759 | $23,607,481 | |
| 3 | NVST |
Envista Holdings Corp
|
679,511 | $17,905,114 | |
| 4 | AVTR |
Avantor, Inc.
|
1,722,983 | $17,057,531 | |
| 5 | RMD |
Resmed Inc
|
85,266 | $16,616,638 | |
| 6 | ATR |
Aptargroup, Inc.
|
121,901 | $15,262,005 | |
| 7 | BDX |
Becton Dickinson & Co
|
74,844 | $11,326,142 | |
| 8 | ALC |
Alcon Inc
|
93,254 | $6,257,343 |
All Filings in BAX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $848,194 | 39,784 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $528,242 | 31,443 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $734,779 | 38,450 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $749,292 | 32,907 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,082,206 | 35,740 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $1,520,940 | 44,433 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,434,728 | 49,202 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $2,600,754 | 68,495 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,374,414 | 70,984 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $3,388,940 | 79,292 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,071,072 | 79,438 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,781,437 | 73,700 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $3,844,990 | 84,394 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $3,332,125 | 82,153 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $3,113,145 | 61,078 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||