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Avantax Advisory Services’s Baxter International BAX Stock Holding History

Avantax Advisory Services’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 		$546K Buy
18,018
+475
+3% +$14.4K ﹤0.01% 1535
2025
Q1 		$601K Buy
17,543
+1,792
+11% +$58.6K ﹤0.01% 1388
2024
Q4 		$459K Buy
15,751
+736
+5% +$24.8K ﹤0.01% 1504
2024
Q3 		$570K Buy
15,015
+580
+4% +$21.3K ﹤0.01% 1329
2024
Q2 		$483K Buy
14,435
+3,975
+38% +$147K ﹤0.01% 1382
2024
Q1 		$447K Sell
10,460
-525
-5% -$21.3K ﹤0.01% 1099
2023
Q4 		$425K Sell
10,985
-296
-3% -$10.5K ﹤0.01% 1065
2023
Q3 		$426K Sell
11,281
-623
-5% -$26.5K ﹤0.01% 1016
2023
Q2 		$542K Sell
11,904
-15,733
-57% -$685K 0.01% 910
2023
Q1 		$1.12M Buy
27,637
+7,647
+38% +$324K 0.01% 629
2022
Q4 		$1.02M Buy
19,990
+11,205
+128% +$602K 0.01% 631
2022
Q3 		$473K Buy
8,785
+3,012
+52% +$181K 0.01% 800
2022
Q2 		$371K Sell
5,773
-145
-2% -$10.5K 0.01% 910
2022
Q1 		$457K Buy
5,918
+1,074
+22% +$89.9K 0.01% 818
2021
Q4 		$416K Sell
4,844
-809
-14% -$65.1K 0.01% 829
2021
Q3 		$453K Buy
5,653
+1,861
+49% +$147K 0.01% 753
2021
Q2 		$302K Sell
3,792
-20
-0.5% -$1.68K 0.01% 901
2021
Q1 		$320K Buy
3,812
+605
+19% +$48K 0.01% 782
2020
Q4 		$256K Sell
3,207
-9,435
-75% -$747K 0.01% 793
2020
Q3 		$1.02M Buy
12,642
+7,045
+126% +$593K 0.02% 533
2020
Q2 		$481K Buy
5,597
+721
+15% +$62.8K 0.01% 492
2020
Q1 		$395K Buy
4,876
+516
+12% +$44.5K 0.01% 494
2019
Q4 		$365K Buy
4,360
+823
+23% +$68.1K 0.01% 572
2019
Q3 		$310K Buy
3,537
+8
+0.2% +$683 0.01% 424
2019
Q2 		$289K Buy
3,529
+8
+0.2% +$621 0.01% 403
2019
Q1 		$286K Buy
3,521
+15
+0.4% +$1.09K 0.02% 368
2018
Q4 		$233K Buy
+3,506
New +$236K 0.04% 348

Other funds holding BAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $182B AUM 14.68% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's BAX Position: Q2 2025 in Review

Avantax Advisory Services increased its Baxter International (BAX) stake by 2.7% in Q2 2025, buying an estimated $14.4K and bringing the position to 18,018 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Avantax Advisory Services first reported a position in BAX in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.12M in Q1 2023. 771 funds tracked by Wall St. Rank hold BAX as of Q2 2025.

  • Avantax Advisory Services held 18,018 shares of Baxter International worth $546K as of Q2 2025.
  • Avantax Advisory Services bought 475 Baxter International shares in Q2 2025, an estimated $14.4K.
  • Baxter International made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1535 holding.
  • Avantax Advisory Services first reported a position in Baxter International in Q4 2018 and has held it in 27 quarters since.
  • Avantax Advisory Services's Baxter International position peaked at $1.12M in Q1 2023.
  • 771 funds tracked by Wall St. Rank held Baxter International as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.