Concord Wealth Partners’s Baxter International BAX Stock Holding History

Concord Wealth Partners’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	$7.33K	Buy	+344	New	+$6.41K	﹤0.01%	614
2026 Q1	–	Sell	-344	Closed	-$6.57K	–	256
2025 Q4	$6.57K	Hold	344	–	–	﹤0.01%	590
2025 Q3	$7.83K	Sell	344 -179	-34%	-$4.54K	﹤0.01%	568
2025 Q2	$15.8K	Buy	523 +146	+39%	+$4.43K	﹤0.01%	490
2025 Q1	$12.9K	Buy	377 +33	+10%	+$1.08K	﹤0.01%	485
2024 Q4	$10K	Hold	344	–	–	﹤0.01%	528
2024 Q3	$13.1K	Hold	344	–	–	﹤0.01%	530
2024 Q2	$11.5K	Hold	344	–	–	﹤0.01%	495
2024 Q1	$14.7K	Hold	344	–	–	﹤0.01%	531
2023 Q4	$13.3K	Hold	344	–	–	﹤0.01%	534
2023 Q3	$13K	Hold	344	–	–	﹤0.01%	575
2023 Q2	$15.7K	Sell	344 -311	-47%	-$13.5K	﹤0.01%	543
2023 Q1	$26.6K	Sell	655 -19	-3%	-$805	0.01%	445
2022 Q4	$34.4K	Buy	+674	New	+$36.2K	0.01%	436
2022 Q3	–	Sell	-858	Closed	-$55K	–	244
2022 Q2	$55K	Buy	858 +6	+0.7%	+$435	0.02%	355
2022 Q1	$66K	Buy	852 +19	+2%	+$1.59K	0.02%	378
2021 Q4	$72K	Buy	+833	New	+$67.1K	0.02%	369
2021 Q3	–	Sell	-290	Closed	-$23K	–	915
2021 Q2	$23K	Buy	290 +167	+136%	+$14K	0.01%	474
2021 Q1	$10K	Buy	+123	New	+$9.77K	﹤0.01%	580

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

Concord Wealth Partners's BAX Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Baxter International (BAX) in Q2 2026: 344 shares worth $7.33K. The stake represents ﹤0.01% of the portfolio and ranks #614 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in BAX as recently as Q4 2025.

Concord Wealth Partners first reported a position in BAX in Q1 2021 and has held it in 19 quarters since. The position peaked at $72K in Q4 2021. 686 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

Concord Wealth Partners held 344 shares of Baxter International worth $7.33K as of Q2 2026.
Baxter International was a new Concord Wealth Partners position in Q2 2026.
Baxter International made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #614 holding.
Concord Wealth Partners first reported a position in Baxter International in Q1 2021 and has held it in 19 quarters since.
Concord Wealth Partners's Baxter International position peaked at $72K in Q4 2021.
686 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.