Position in BAX
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$3
-$25,641 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 quarters on record
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $7,759,987 across 9 Medical Instruments & Supplies names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
14,266 | $5,673,302 | |
| 2 | BDX |
Becton Dickinson & Co
|
6,455 | $976,835 | |
| 3 | WST |
West Pharmaceutical Services Inc
|
2,356 | $845,804 | |
| 4 | ATR |
Aptargroup, Inc.
|
981 | $122,821 | |
| 5 | SOLV |
Solventum Corp
|
1,499 | $115,647 | |
| 6 | AVTR |
Avantor, Inc.
|
1,900 | $18,810 | |
| 7 | ALC |
Alcon Inc
|
67 | $4,495 | |
| 8 | RGEN |
Repligen Corp
|
9 | $1,227 |
All Filings in BAX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3 | 0 | Shares | Sole | 2026-04-29 | |
| 2024-03-31 | $25,644 | 600 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $23,196 | 600 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $22,644 | 600 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $27,336 | 600 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $24,336 | 600 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $30,582 | 600 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $32,316 | 600 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $47,144 | 734 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $56,914 | 734 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $80,174 | 934 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $64,344 | 800 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $64,400 | 800 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $156,029 | 1,850 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $148,444 | 1,850 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||