AW
BAX icon

Alteri Wealth’s Baxter International BAX Stock Holding History

Alteri Wealth’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
Q1 		$221K Buy
13,144
+2,657
+25% +$51.4K 0.07% 265
2025
Q4 		$200K Buy
10,487
+1,158
+12% +$23.2K 0.07% 272
2025
Q3 		$212K Buy
+9,329
New +$237K 0.07% 259

Other funds holding BAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alteri Wealth's BAX Position: Q1 2026 in Review

Alteri Wealth increased its Baxter International (BAX) stake by 25% in Q1 2026, buying an estimated $51.4K and bringing the position to 13,144 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #265.

Alteri Wealth first reported a position in BAX in Q3 2025 and has held it in 3 quarters since. 658 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

  • Alteri Wealth held 13,144 shares of Baxter International worth $221K as of Q1 2026.
  • Alteri Wealth bought 2,657 Baxter International shares in Q1 2026, an estimated $51.4K.
  • Baxter International made up 0.07% of Alteri Wealth's portfolio in Q1 2026, its #265 holding.
  • Alteri Wealth first reported a position in Baxter International in Q3 2025 and has held it in 3 quarters since.
  • 658 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on Alteri Wealth's 13F filing for Q1 2026, filed 6 May 2026.