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Avantax Planning Partners’s Baxter International BAX Stock Holding History

Avantax Planning Partners’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
Q3 		– Sell
-7,096
Closed -$215K – 439
2025
Q2 		$215K Buy
7,096
+936
+15% +$28.4K 0.01% 419
2025
Q1 		$211K Buy
+6,160
New +$201K 0.01% 405
2022
Q2 		– Sell
-2,844
Closed -$221K – 345
2022
Q1 		$221K Sell
2,844
-360
-11% -$30.1K 0.01% 328
2021
Q4 		$275K Sell
3,204
-94
-3% -$7.57K 0.01% 289
2021
Q3 		$265K Sell
3,298
-249
-7% -$19.7K 0.01% 274
2021
Q2 		$286K Buy
3,547
+419
+13% +$35.1K 0.01% 261
2021
Q1 		$264K Buy
3,128
+611
+24% +$48.5K 0.01% 256
2020
Q4 		$202K Sell
2,517
-78
-3% -$6.18K 0.01% 278
2020
Q3 		$209K Sell
2,595
-114
-4% -$9.59K 0.01% 277
2020
Q2 		$233K Hold
2,709
– – 0.01% 245
2020
Q1 		$220K Sell
2,709
-363
-12% -$31.3K 0.02% 244
2019
Q4 		$257K Sell
3,072
-400
-12% -$33.1K 0.02% 252
2019
Q3 		$304K Sell
3,472
-240
-6% -$20.5K 0.02% 230
2019
Q2 		$303K Sell
3,712
-80
-2% -$6.21K 0.02% 228
2019
Q1 		$308K Buy
3,792
+110
+3% +$8.01K 0.02% 226
2018
Q4 		$242K Buy
3,682
+560
+18% +$37.6K 0.02% 227
2018
Q3 		$241K Sell
3,122
-32
-1% -$2.37K 0.02% 219
2018
Q2 		$233K Sell
3,154
-328
-9% -$23.1K 0.02% 214
2018
Q1 		$226K Buy
3,482
+32
+0.9% +$2.17K 0.02% 276
2017
Q4 		$223K Sell
3,450
-339
-9% -$21.8K 0.02% 281
2017
Q3 		$238K Sell
3,789
-640
-14% -$39.5K 0.02% 333
2017
Q2 		$268K Sell
4,429
-118
-3% -$6.7K 0.02% 270
2017
Q1 		$236K Sell
4,547
-128
-3% -$6.29K 0.02% 282
2016
Q4 		$207K Buy
+4,675
New +$216K 0.02% 292

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Avantax Planning Partners's BAX Position: Q3 2025 in Review

Avantax Planning Partners sold out of Baxter International (BAX) in Q3 2025, closing a stake of 7,096 shares — an estimated $215K sold.

Avantax Planning Partners first reported a position in BAX in Q4 2016 and held it in 24 quarters. The position peaked at $308K in Q1 2019. 732 funds tracked by Wall St. Rank hold BAX as of Q3 2025.

  • Avantax Planning Partners reported no remaining Baxter International position as of Q3 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 7,096 Baxter International shares in Q3 2025, an estimated $215K.
  • Avantax Planning Partners first reported a position in Baxter International in Q4 2016 and held it in 24 quarters.
  • Avantax Planning Partners's Baxter International position peaked at $308K in Q1 2019.
  • 732 funds tracked by Wall St. Rank held Baxter International as of Q3 2025.

Based on Avantax Planning Partners's 13F filing for Q3 2025, filed 31 Oct 2025.