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Beacon Pointe Advisors’s Baxter International BAX Stock Holding History

Beacon Pointe 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
Q1 		– Sell
-10,133
Closed -$194K – 1840
2025
Q4 		$194K Sell
10,133
-678
-6% -$13.6K ﹤0.01% 1432
2025
Q3 		$246K Sell
10,811
-1,426
-12% -$36.2K ﹤0.01% 1253
2025
Q2 		$371K Sell
12,237
-2,003
-14% -$60.7K ﹤0.01% 977
2025
Q1 		$487K Sell
14,240
-110
-0.8% -$3.6K 0.01% 855
2024
Q4 		$418K Buy
14,350
+2,130
+17% +$71.7K ﹤0.01% 888
2024
Q3 		$464K Sell
12,220
-1,452
-11% -$53.3K 0.01% 880
2024
Q2 		$457K Sell
13,672
-2,371
-15% -$87.4K 0.01% 900
2024
Q1 		$686K Buy
16,043
+8
+0% +$325 0.01% 794
2023
Q4 		$620K Sell
16,035
-1,701
-10% -$60.2K 0.01% 818
2023
Q3 		$669K Sell
17,736
-2,135
-11% -$90.9K 0.01% 759
2023
Q2 		$905K Buy
19,871
+602
+3% +$26.2K 0.01% 548
2023
Q1 		$782K Sell
19,269
-460
-2% -$19.5K 0.01% 610
2022
Q4 		$1.01M Buy
19,729
+203
+1% +$10.9K 0.02% 503
2022
Q3 		$1.05M Buy
19,526
+231
+1% +$13.9K 0.02% 453
2022
Q2 		$1.24M Sell
19,295
-1,294
-6% -$93.9K 0.03% 418
2022
Q1 		$1.6M Buy
20,589
+7,397
+56% +$619K 0.02% 500
2021
Q4 		$1.13M Sell
13,192
-929
-7% -$74.8K 0.03% 357
2021
Q3 		$1.14M Buy
14,121
+7,690
+120% +$608K 0.03% 388
2021
Q2 		$518K Buy
+6,431
New +$539K 0.02% 472

Other funds holding BAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Pointe Advisors's BAX Position: Q1 2026 in Review

Beacon Pointe Advisors sold out of Baxter International (BAX) in Q1 2026, closing a stake of 10,133 shares — an estimated $194K sold.

Beacon Pointe Advisors first reported a position in BAX in Q2 2021 and held it in 19 quarters. The position peaked at $1.6M in Q1 2022. 658 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

  • Beacon Pointe Advisors reported no remaining Baxter International position as of Q1 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 10,133 Baxter International shares in Q1 2026, an estimated $194K.
  • Beacon Pointe Advisors first reported a position in Baxter International in Q2 2021 and held it in 19 quarters.
  • Beacon Pointe Advisors's Baxter International position peaked at $1.6M in Q1 2022.
  • 658 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.