BWA
BAX icon

BCU Wealth Advisors’s Baxter International BAX Stock Holding History

BCU Wealth Advisors’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 		$451K Buy
21,156
+11
+0.1% +$205 0.15% 39
2026
Q1 		$355K Buy
21,145
+11
+0.1% +$213 0.13% 46
2025
Q4 		$404K Buy
21,134
+139
+0.7% +$2.78K 0.15% 41
2025
Q3 		$478K Buy
20,995
+115
+0.6% +$2.92K 0.19% 39
2025
Q2 		$632K Sell
20,880
-840
-4% -$25.5K 0.28% 29
2025
Q1 		$743K Buy
21,720
+1,683
+8% +$55K 0.39% 22
2024
Q4 		$584K Buy
20,037
+152
+0.8% +$5.12K 0.33% 27
2024
Q3 		$755K Buy
19,885
+172
+0.9% +$6.32K 0.45% 25
2024
Q2 		$659K Sell
19,713
-105
-0.5% -$3.87K 0.49% 24
2024
Q1 		$847K Sell
19,818
-3,852
-16% -$157K 0.72% 20
2023
Q4 		$915K Buy
+23,670
New +$837K 0.99% 15

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

BCU Wealth Advisors's BAX Position: Q2 2026 in Review

BCU Wealth Advisors increased its Baxter International (BAX) stake by 0.05% in Q2 2026, buying an estimated $205 and bringing the position to 21,156 shares worth $451K. The position accounts for 0.15% of the portfolio, ranked #39.

BCU Wealth Advisors first reported a position in BAX in Q4 2023 and has held it in 11 quarters since. The position peaked at $915K in Q4 2023. 684 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

  • BCU Wealth Advisors held 21,156 shares of Baxter International worth $451K as of Q2 2026.
  • BCU Wealth Advisors bought 11 Baxter International shares in Q2 2026, an estimated $205.
  • Baxter International made up 0.15% of BCU Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • BCU Wealth Advisors first reported a position in Baxter International in Q4 2023 and has held it in 11 quarters since.
  • BCU Wealth Advisors's Baxter International position peaked at $915K in Q4 2023.
  • 684 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.