BWA
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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

OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LD
Lipe & Dalton Syracuse, New York $215M AUM 39.53% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $873M AUM 16.23% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return