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Acumen Wealth Advisors’s Baxter International BAX Stock Holding History

Acumen Wealth Advisors’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.03K Hold
142
– – ﹤0.01% 429
2026
Q1 		$2.39K Sell
142
-41
-22% -$794 ﹤0.01% 417
2025
Q4 		$3.5K Buy
+183
New +$3.66K ﹤0.01% 407

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Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Acumen Wealth Advisors's BAX Position: Q2 2026 in Review

Acumen Wealth Advisors held its Baxter International (BAX) position steady in Q2 2026 at 142 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Acumen Wealth Advisors first reported a position in BAX in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.5K in Q4 2025. 682 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

  • Acumen Wealth Advisors held 142 shares of Baxter International worth $3.03K as of Q2 2026.
  • Acumen Wealth Advisors left its Baxter International share count unchanged in Q2 2026.
  • Baxter International made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #429 holding.
  • Acumen Wealth Advisors first reported a position in Baxter International in Q4 2025 and has held it in 3 quarters since.
  • Acumen Wealth Advisors's Baxter International position peaked at $3.5K in Q4 2025.
  • 682 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.