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Baron Wealth Management’s Baxter International BAX Stock Holding History

Baron Wealth Management’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
Q1 		– Sell
-24,032
Closed -$701K – 215
2024
Q4 		$701K Sell
24,032
-5,539
-19% -$186K 0.33% 42
2024
Q3 		$1.12M Buy
29,571
+906
+3% +$33.3K 0.54% 18
2024
Q2 		$959K Hold
28,665
– – 0.5% 24
2024
Q1 		$1.23M Buy
28,665
+20
+0.1% +$813 0.65% 18
2023
Q4 		$1.11M Buy
28,645
+2,334
+9% +$82.6K 0.61% 19
2023
Q3 		$993K Hold
26,311
– – 0.63% 19
2023
Q2 		$1.2M Buy
26,311
+256
+1% +$11.1K 0.76% 17
2023
Q1 		$1.06M Buy
26,055
+39
+0.1% +$1.65K 0.75% 18
2022
Q4 		$1.33M Buy
+26,016
New +$1.4M 1.02% 15

Other funds holding BAX

BlackRock
BlackRock New York $5.7T 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 $74.9B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return