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Alpha Family Trust’s Baxter International BAX Stock Holding History

Alpha Family Trust’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 		– Sell
-10,860
Closed -$182K – 203
2026
Q1 		$182K Buy
+10,860
New +$210K 0.09% 203
2023
Q3 		– Sell
-5,380
Closed -$245K – 131
2023
Q2 		$245K Buy
+5,380
New +$234K 0.17% 100

Other funds holding BAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

Alpha Family Trust's BAX Position: Q2 2026 in Review

Alpha Family Trust sold out of Baxter International (BAX) in Q2 2026, closing a stake of 10,860 shares — an estimated $182K sold.

Alpha Family Trust first reported a position in BAX in Q2 2023 and held it in 2 quarters. The position peaked at $245K in Q2 2023. 687 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

  • Alpha Family Trust reported no remaining Baxter International position as of Q2 2026 after selling out during the quarter.
  • Alpha Family Trust sold 10,860 Baxter International shares in Q2 2026, an estimated $182K.
  • Alpha Family Trust first reported a position in Baxter International in Q2 2023 and held it in 2 quarters.
  • Alpha Family Trust's Baxter International position peaked at $245K in Q2 2023.
  • 687 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.