Position in BAX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,769
+$1,282 QoQ
Shares Held
83
+186.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#627
of 682 holders
Holding Since
Jun 2025
4 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, 2026Rialto Wealth Management, LLC holds $902,480 across 17 Medical Instruments & Supplies names. BAX ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVTR |
Avantor, Inc.
|
76,119 | $753,578 | |
| 2 | COO |
Cooper Companies, Inc.
|
883 | $63,319 | |
| 3 | BDX |
Becton Dickinson & Co
|
356 | $53,873 | |
| 4 | ISRG |
Intuitive Surgical Inc
|
22 | $8,748 | |
| 5 | ATR |
Aptargroup, Inc.
|
27 | $3,380 | |
| 6 | RMD |
Resmed Inc
|
17 | $3,312 | |
| 7 | SOLV |
Solventum Corp
|
39 | $3,008 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
8 | $2,872 |
All Filings in BAX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,769 | 83 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $487 | 29 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,274 | 433 | Shares | Sole | 2026-01-12 | |
| 2025-06-30 | $968 | 32 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||