Position in BAX
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,105,164
+$559,853 QoQ
Shares Held
51,837
+59.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#211
of 682 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in BAX Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $75,811,556 across 26 Medical Instruments & Supplies names. BAX ranks #12 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
76,644 | $30,479,785 | |
| 2 | RMD |
Resmed Inc
|
58,273 | $11,356,242 | |
| 3 | COO |
Cooper Companies, Inc.
|
74,717 | $5,357,956 | |
| 4 | WST |
West Pharmaceutical Services Inc
|
10,331 | $3,708,829 | |
| 5 | BDX |
Becton Dickinson & Co
|
24,364 | $3,687,004 | |
| 6 | NVST |
Envista Holdings Corp
|
136,906 | $3,607,473 | |
| 7 | ATR |
Aptargroup, Inc.
|
20,859 | $2,611,546 | |
| 8 | ALGN |
Align Technology Inc
|
15,123 | $2,550,645 |
All Filings in BAX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,105,164 | 51,837 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $545,311 | 32,459 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,246,315 | 65,218 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,332,272 | 58,510 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,785,914 | 58,980 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,051,130 | 59,922 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $837,825 | 28,732 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $631,936 | 16,346 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $742,798 | 19,682 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,158,909 | 25,437 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,029,980 | 25,394 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,666,464 | 32,695 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,561,078 | 28,984 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,912,576 | 29,777 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,502,060 | 32,268 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,623,871 | 30,567 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,060,214 | 25,615 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,100,003 | 26,087 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,877,661 | 22,263 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,990,032 | 24,801 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,693,748 | 33,496 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $3,112,084 | 36,145 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,659,395 | 45,072 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||