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Callan Family Office’s Baxter International BAX Stock Holding History

Callan Family Office’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
Q4 		– Sell
-8,981
Closed -$204K – 1112
2025
Q3 		$204K Sell
8,981
-14,825
-62% -$376K 0.01% 820
2025
Q2 		$721K Buy
23,806
+11,662
+96% +$354K 0.02% 473
2025
Q1 		$416K Buy
+12,144
New +$397K 0.03% 366

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Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Callan Family Office's BAX Position: Q4 2025 in Review

Callan Family Office sold out of Baxter International (BAX) in Q4 2025, closing a stake of 8,981 shares — an estimated $204K sold.

Callan Family Office first reported a position in BAX in Q1 2025 and held it in 3 quarters. The position peaked at $721K in Q2 2025. 710 funds tracked by Wall St. Rank hold BAX as of Q4 2025.

  • Callan Family Office reported no remaining Baxter International position as of Q4 2025 after selling out during the quarter.
  • Callan Family Office sold 8,981 Baxter International shares in Q4 2025, an estimated $204K.
  • Callan Family Office first reported a position in Baxter International in Q1 2025 and held it in 3 quarters.
  • Callan Family Office's Baxter International position peaked at $721K in Q2 2025.
  • 710 funds tracked by Wall St. Rank held Baxter International as of Q4 2025.

Based on Callan Family Office's 13F filing for Q4 2025, filed 12 Feb 2026.