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Altus Wealth Group’s Baxter International BAX Stock Holding History

Altus Wealth Group’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
2025
Q1 		– Sell
-18,304
Closed -$534K – 135
2024
Q4 		$534K Sell
18,304
-1,308
-7% -$44K 0.24% 85
2024
Q3 		$745K Buy
19,612
+3,864
+25% +$142K 0.32% 69
2024
Q2 		$527K Buy
+15,748
New +$580K 0.26% 81
2021
Q1 		– Sell
-200
Closed -$16K – 216
2020
Q4 		$16K Buy
+200
New +$15.8K 0.02% 411

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Altus Wealth Group's BAX Position: Q1 2025 in Review

Altus Wealth Group sold out of Baxter International (BAX) in Q1 2025, closing a stake of 18,304 shares — an estimated $534K sold.

Altus Wealth Group first reported a position in BAX in Q4 2020 and held it in 4 quarters. The position peaked at $745K in Q3 2024. 842 funds tracked by Wall St. Rank hold BAX as of Q1 2025.

  • Altus Wealth Group reported no remaining Baxter International position as of Q1 2025 after selling out during the quarter.
  • Altus Wealth Group sold 18,304 Baxter International shares in Q1 2025, an estimated $534K.
  • Altus Wealth Group first reported a position in Baxter International in Q4 2020 and held it in 4 quarters.
  • Altus Wealth Group's Baxter International position peaked at $745K in Q3 2024.
  • 842 funds tracked by Wall St. Rank held Baxter International as of Q1 2025.

Based on Altus Wealth Group's 13F filing for Q1 2025, filed 25 Apr 2025.