Position in BAX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$682
+$677 QoQ
Shares Held
32
-80.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#651
of 682 holders
Holding Since
Mar 2020
19 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, 2026VALLEY NATIONAL ADVISERS INC holds $1,513,729 across 11 Medical Instruments & Supplies names. BAX ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RMD |
Resmed Inc
|
7,495 | $1,460,625 | |
| 2 | SOLV |
Solventum Corp
|
205 | $15,815 | |
| 3 | ISRG |
Intuitive Surgical Inc
|
38 | $15,111 | |
| 4 | ALC |
Alcon Inc
|
160 | $10,736 | |
| 5 | OSUR |
Orasure Technologies Inc
|
1,250 | $5,575 | |
| 6 | BDX |
Becton Dickinson & Co
|
16 | $2,421 | |
| 7 | ALGN |
Align Technology Inc
|
7 | $1,180 | |
| 8 | WST |
West Pharmaceutical Services Inc
|
3 | $1,077 |
All Filings in BAX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682 | 32 | Shares | Sole | 2026-07-29 | |
| 2024-06-30 | $5 | 167 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $8,590 | 201 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $312,527 | 8,084 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $317,997 | 8,426 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $384,116 | 8,431 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $922 | 20,299 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $859 | 18,924 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $560,359 | 10,404 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $566,251 | 8,816 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $42,104 | 543 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $42,920 | 500 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $40,215 | 500 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $40,250 | 500 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $42,170 | 500 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $40,120 | 500 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $40,210 | 500 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $43,050 | 500 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $40,595 | 500 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||