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Atria Wealth Solutions’s Baxter International BAX Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-7,582
Closed -$261K – 1491
2025
Q1 		$261K Sell
7,582
-1,694
-18% -$55.4K ﹤0.01% 1558
2024
Q4 		$272K Sell
9,276
-87
-0.9% -$2.93K ﹤0.01% 1620
2024
Q3 		$358K Sell
9,363
-31
-0.3% -$1.14K ﹤0.01% 1403
2024
Q2 		$317K Sell
9,394
-10
-0.1% -$369 ﹤0.01% 1470
2024
Q1 		$405K Sell
9,404
-5,250
-36% -$213K ﹤0.01% 1361
2023
Q4 		$570K Buy
14,654
+5,443
+59% +$193K 0.01% 1144
2023
Q3 		$349K Sell
9,211
-2,423
-21% -$103K ﹤0.01% 1317
2023
Q2 		$534K Sell
11,634
-15,573
-57% -$678K 0.01% 1126
2023
Q1 		$1.11M Sell
27,207
-2,734
-9% -$116K 0.02% 756
2022
Q4 		$1.53M Buy
29,941
+576
+2% +$30.9K 0.02% 606
2022
Q3 		$1.59M Buy
29,365
+2,807
+11% +$169K 0.03% 561
2022
Q2 		$1.72M Buy
26,558
+15,786
+147% +$1.15M 0.03% 499
2022
Q1 		$838K Buy
+10,772
New +$902K 0.01% 803

Other funds holding BAX

BlackRock
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

Atria Wealth Solutions's BAX Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Baxter International (BAX) in Q2 2025, closing a stake of 7,582 shares — an estimated $261K sold.

Atria Wealth Solutions first reported a position in BAX in Q1 2022 and held it in 13 quarters. The position peaked at $1.72M in Q2 2022. 774 funds tracked by Wall St. Rank hold BAX as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Baxter International position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,582 Baxter International shares in Q2 2025, an estimated $261K.
  • Atria Wealth Solutions first reported a position in Baxter International in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Baxter International position peaked at $1.72M in Q2 2022.
  • 774 funds tracked by Wall St. Rank held Baxter International as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.