AFW
BAX icon

Avantra Family Wealth’s Baxter International BAX Stock Holding History

Avantra Family 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
Q2 		$1.09M Buy
+51,120
New +$953K 0.7% 37
2025
Q3 		– Sell
-31,243
Closed -$946K – 163
2025
Q2 		$946K Buy
+31,243
New +$947K 0.78% 33

Other funds holding BAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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

Avantra Family Wealth's BAX Position: Q2 2026 in Review

Avantra Family Wealth opened a new position in Baxter International (BAX) in Q2 2026: 51,120 shares worth $1.09M. The stake represents 0.7% of the portfolio and ranks #37 among its holdings. This is a return to the name: Avantra Family Wealth previously reported a position in BAX as recently as Q2 2025.

Avantra Family Wealth first reported a position in BAX in Q2 2025 and has held it in 2 quarters since. 686 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

  • Avantra Family Wealth held 51,120 shares of Baxter International worth $1.09M as of Q2 2026.
  • Baxter International was a new Avantra Family Wealth position in Q2 2026.
  • Baxter International made up 0.7% of Avantra Family Wealth's portfolio in Q2 2026, its #37 holding.
  • Avantra Family Wealth first reported a position in Baxter International in Q2 2025 and has held it in 2 quarters since.
  • 686 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.