Position in BAX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,917,344
+$1,133,376 QoQ
Shares Held
277,549
-2.5% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#89
of 682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $347,608,087 across 21 Medical Instruments & Supplies names. BAX ranks #11 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
466,595 | $185,555,496 | |
| 2 | BDX |
Becton Dickinson & Co
|
384,289 | $58,154,451 | |
| 3 | COO |
Cooper Companies, Inc.
|
205,447 | $14,732,604 | |
| 4 | ALGN |
Align Technology Inc
|
75,486 | $12,731,467 | |
| 5 | WST |
West Pharmaceutical Services Inc
|
30,229 | $10,852,211 | |
| 6 | SOLV |
Solventum Corp
|
124,148 | $9,578,017 | |
| 7 | ATR |
Aptargroup, Inc.
|
75,473 | $9,449,219 | |
| 8 | RMD |
Resmed Inc
|
42,967 | $8,373,407 |
All Filings in BAX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,917,344 | 277,549 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,783,968 | 284,760 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,677,649 | 244,775 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,739,418 | 295,978 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $10,804,327 | 356,814 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,637,182 | 281,542 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $8,683,467 | 297,787 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $20,650,438 | 543,862 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $14,656,083 | 438,149 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $19,129,995 | 447,590 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $15,995,689 | 413,753 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $16,987,677 | 450,124 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $15,936,978 | 349,802 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $11,840,842 | 291,934 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $15,045,677 | 295,187 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $12,219,969 | 226,884 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $103,620,521 | 1,613,273 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $118,960,469 | 1,534,182 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $123,360,832 | 1,437,102 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $110,246,444 | 1,370,713 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $104,630,035 | 1,299,752 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $105,172,231 | 1,247,003 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $94,828,030 | 1,181,805 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $89,711,241 | 1,115,534 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $93,833,844 | 1,089,824 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $85,176,507 | 1,049,101 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||