Position in BAX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$539,566
+$517,172 QoQ
Shares Held
25,308
+1798.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#279
of 682 holders
Holding Since
Mar 2020
26 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, 2026Clearstead Advisors, LLC holds $6,655,913 across 33 Medical Instruments & Supplies names. BAX ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
8,397 | $3,339,318 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
2,857 | $1,025,663 | |
| 3 | BAX |
Baxter International Inc
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|
25,308 | $539,566 | |
| 4 | SOLV |
Solventum Corp
|
6,904 | $532,643 | |
| 5 | BDX |
Becton Dickinson & Co
|
2,601 | $393,609 | |
| 6 | RMD |
Resmed Inc
|
943 | $183,771 | |
| 7 | COO |
Cooper Companies, Inc.
|
2,513 | $180,207 | |
| 8 | RGEN |
Repligen Corp
|
1,006 | $137,258 |
All Filings in BAX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,566 | 25,308 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $22,394 | 1,333 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $118,099 | 6,180 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $142,562 | 6,261 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $74,731 | 2,468 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $61,579 | 1,799 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $50,096 | 1,718 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $80,078 | 2,109 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $110,819 | 3,313 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $182,670 | 4,274 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $155,799 | 4,030 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $154,847 | 4,103 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $183,743 | 4,033 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $186,981 | 4,610 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $243,534 | 4,778 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $264,452 | 4,910 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $304,321 | 4,738 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $365,678 | 4,716 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $436,324 | 5,083 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $411,319 | 5,114 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $439,047 | 5,454 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $436,375 | 5,174 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $428,401 | 5,339 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $431,694 | 5,368 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $452,455 | 5,255 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $355,936 | 4,384 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||