CFFP
BAX icon

Center for Financial Planning’s Baxter International BAX Stock Holding History

Center for 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
2026
Q1 		– Sell
-1,164
Closed -$22.2K – 661
2025
Q4 		$22.2K Hold
1,164
– – ﹤0.01% 402
2025
Q3 		$26.5K Hold
1,164
– – ﹤0.01% 382
2025
Q2 		$35.2K Buy
1,164
+473
+68% +$14.3K ﹤0.01% 329
2025
Q1 		$23.7K Buy
+691
New +$22.6K ﹤0.01% 373

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

Center for Financial Planning's BAX Position: Q1 2026 in Review

Center for Financial Planning sold out of Baxter International (BAX) in Q1 2026, closing a stake of 1,164 shares — an estimated $22.2K sold.

Center for Financial Planning first reported a position in BAX in Q1 2025 and held it in 4 quarters. The position peaked at $35.2K in Q2 2025. 662 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

  • Center for Financial Planning reported no remaining Baxter International position as of Q1 2026 after selling out during the quarter.
  • Center for Financial Planning sold 1,164 Baxter International shares in Q1 2026, an estimated $22.2K.
  • Center for Financial Planning first reported a position in Baxter International in Q1 2025 and held it in 4 quarters.
  • Center for Financial Planning's Baxter International position peaked at $35.2K in Q2 2025.
  • 662 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.