Clearstead Advisors’s Baxter International BAX Stock Holding History

Clearstead 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	$540K	Buy	25,308 +23,975	+1,799%	+$447K	0.01%	734
2026 Q1	$22.4K	Sell	1,333 -4,847	-78%	-$93.8K	﹤0.01%	1433
2025 Q4	$118K	Sell	6,180 -81	-1%	-$1.62K	﹤0.01%	1079
2025 Q3	$143K	Buy	6,261 +3,793	+154%	+$96.2K	﹤0.01%	953
2025 Q2	$74.7K	Buy	2,468 +669	+37%	+$20.3K	﹤0.01%	1156
2025 Q1	$61.6K	Buy	1,799 +81	+5%	+$2.65K	﹤0.01%	1116
2024 Q4	$50.1K	Sell	1,718 -391	-19%	-$13.2K	﹤0.01%	1161
2024 Q3	$80.1K	Sell	2,109 -1,204	-36%	-$44.2K	﹤0.01%	1085
2024 Q2	$111K	Sell	3,313 -961	-22%	-$35.4K	﹤0.01%	977
2024 Q1	$151K	Buy	4,274 +244	+6%	+$9.92K	0.01%	518
2023 Q4	$156K	Sell	4,030 -73	-2%	-$2.58K	0.01%	496
2023 Q3	$155K	Buy	4,103 +70	+2%	+$2.98K	0.01%	462
2023 Q2	$184K	Sell	4,033 -577	-13%	-$25.1K	0.01%	442
2023 Q1	$187K	Sell	4,610 -168	-4%	-$7.12K	0.01%	405
2022 Q4	$244K	Sell	4,778 -132	-3%	-$7.09K	0.02%	355
2022 Q3	$264K	Buy	4,910 +172	+4%	+$10.3K	0.02%	327
2022 Q2	$304K	Buy	4,738 +22	+0.5%	+$1.6K	0.02%	316
2022 Q1	$366K	Sell	4,716 -367	-7%	-$30.7K	0.02%	311
2021 Q4	$436K	Sell	5,083 -31	-0.6%	-$2.5K	0.03%	273
2021 Q3	$411K	Sell	5,114 -340	-6%	-$26.9K	0.03%	268
2021 Q2	$439K	Buy	5,454 +280	+5%	+$23.5K	0.03%	243
2021 Q1	$436K	Sell	5,174 -165	-3%	-$13.1K	0.04%	233
2020 Q4	$428K	Sell	5,339 -29	-0.5%	-$2.3K	0.04%	218
2020 Q3	$432K	Buy	5,368 +113	+2%	+$9.51K	0.05%	196
2020 Q2	$452K	Buy	5,255 +871	+20%	+$75.9K	0.05%	186
2020 Q1	$356K	Hold	4,384	–	–	0.05%	183
2019 Q4	$367K	Hold	4,384	–	–	0.04%	207
2019 Q3	$383K	Hold	4,384	–	–	0.05%	191
2019 Q2	$359K	Sell	4,384 -195	-4%	-$15.1K	0.05%	200
2019 Q1	$372K	Buy	4,579 +651	+17%	+$47.4K	0.05%	194
2018 Q4	$259K	Buy	3,928 +1,160	+42%	+$77.9K	0.04%	214
2018 Q3	$213K	Buy	+2,768	New	+$205K	0.03%	216
2018 Q1	–	Sell	-24,230	Closed	-$1.57M	–	224
2017 Q4	$1.57M	Hold	24,230	–	–	0.21%	82
2017 Q3	$1.52M	Sell	24,230 -9	-0%	-$556	0.2%	88
2017 Q2	$1.47M	Buy	24,239 +4,921	+25%	+$280K	0.21%	86
2017 Q1	$1M	Sell	19,318 -786	-4%	-$38.7K	0.15%	100
2016 Q4	$891K	Buy	+20,104	New	+$930K	0.14%	97

Other funds holding BAX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Clearstead Advisors's BAX Position: Q2 2026 in Review

Clearstead Advisors increased its Baxter International (BAX) stake by 1,799% in Q2 2026, buying an estimated $447K and bringing the position to 25,308 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #734.

Clearstead Advisors first reported a position in BAX in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.57M in Q4 2017. 686 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

Clearstead Advisors held 25,308 shares of Baxter International worth $540K as of Q2 2026.
Clearstead Advisors bought 23,975 Baxter International shares in Q2 2026, an estimated $447K.
Baxter International made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #734 holding.
Clearstead Advisors first reported a position in Baxter International in Q4 2016 and has held it in 37 quarters since.
Clearstead Advisors's Baxter International position peaked at $1.57M in Q4 2017.
686 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.