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Avion Wealth’s Baxter International BAX Stock Holding History

Avion 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
2025
Q4 		– Sell
-78
Closed -$1K – 1235
2025
Q3 		$1K Buy
78
+9
+13% +$228 ﹤0.01% 949
2025
Q2 		$2K Buy
69
+13
+23% +$394 ﹤0.01% 778
2025
Q1 		$1K Hold
56
– – ﹤0.01% 809
2024
Q4 		$1K Sell
56
-23
-29% -$774 ﹤0.01% 806
2024
Q3 		$3K Sell
79
-12
-13% -$441 ﹤0.01% 597
2024
Q2 		$3K Buy
91
+16
+21% +$590 ﹤0.01% 542
2024
Q1 		$4K Buy
75
+25
+50% +$1.02K ﹤0.01% 489
2023
Q4 		$2K Buy
+50
New +$1.77K ﹤0.01% 532
2023
Q3 		– Sell
-13
Closed – – 813
2023
Q2 		$0 Buy
13
+4
+44% +$174 ﹤0.01% 718
2023
Q1 		$0 Buy
+9
New +$382 ﹤0.01% 537

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Avion Wealth's BAX Position: Q4 2025 in Review

Avion Wealth sold out of Baxter International (BAX) in Q4 2025, closing a stake of 78 shares — an estimated $1K sold.

Avion Wealth first reported a position in BAX in Q1 2023 and held it in 10 quarters. The position peaked at $4K in Q1 2024. 710 funds tracked by Wall St. Rank hold BAX as of Q4 2025.

  • Avion Wealth reported no remaining Baxter International position as of Q4 2025 after selling out during the quarter.
  • Avion Wealth sold 78 Baxter International shares in Q4 2025, an estimated $1K.
  • Avion Wealth first reported a position in Baxter International in Q1 2023 and held it in 10 quarters.
  • Avion Wealth's Baxter International position peaked at $4K in Q1 2024.
  • 710 funds tracked by Wall St. Rank held Baxter International as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.