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Briaud Financial Planning’s Baxter International BAX Stock Holding History

Briaud Financial Planning’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
Q3 		– Sell
-500
Closed -$15K – 54
2025
Q2 		$15K Hold
500
– – 0.01% 203
2025
Q1 		$17K Hold
500
– – 0.01% 133
2024
Q4 		$14K Hold
500
– – 0.01% 135
2024
Q3 		$18K Hold
500
– – 0.01% 100
2024
Q2 		$16K Hold
500
– – 0.01% 98
2024
Q1 		$22K Buy
+500
New +$20.3K 0.01% 82
2023
Q4 		– Sell
-722
Closed -$27K – 28
2023
Q3 		$27K Buy
+722
New +$30.8K 0.02% 75

Other funds holding BAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Briaud Financial Planning's BAX Position: Q3 2025 in Review

Briaud Financial Planning sold out of Baxter International (BAX) in Q3 2025, closing a stake of 500 shares — an estimated $15K sold.

Briaud Financial Planning first reported a position in BAX in Q3 2023 and held it in 7 quarters. The position peaked at $27K in Q3 2023. 734 funds tracked by Wall St. Rank hold BAX as of Q3 2025.

  • Briaud Financial Planning reported no remaining Baxter International position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 500 Baxter International shares in Q3 2025, an estimated $15K.
  • Briaud Financial Planning first reported a position in Baxter International in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Baxter International position peaked at $27K in Q3 2023.
  • 734 funds tracked by Wall St. Rank held Baxter International as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.