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Congress Wealth Management’s Baxter International BAX Stock Holding History

Congress Wealth Management’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
Q2 		$1.13M Buy
37,195
+17,306
+87% +$525K 0.01% 677
2025
Q1 		$680K Buy
19,889
+3,224
+19% +$105K 0.01% 729
2024
Q4 		$486K Sell
16,665
-25,219
-60% -$849K 0.01% 648
2024
Q3 		$1.59M Buy
41,884
+13,710
+49% +$504K 0.02% 455
2024
Q2 		$942K Buy
+28,174
New +$1.04M 0.02% 435

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's BAX Position: Q2 2025 in Review

Congress Wealth Management increased its Baxter International (BAX) stake by 87% in Q2 2025, buying an estimated $525K and bringing the position to 37,195 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #677.

Congress Wealth Management first reported a position in BAX in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.59M in Q3 2024. 776 funds tracked by Wall St. Rank hold BAX as of Q2 2025.

  • Congress Wealth Management held 37,195 shares of Baxter International worth $1.13M as of Q2 2025.
  • Congress Wealth Management bought 17,306 Baxter International shares in Q2 2025, an estimated $525K.
  • Baxter International made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #677 holding.
  • Congress Wealth Management first reported a position in Baxter International in Q2 2024 and has held it in 5 quarters since.
  • Congress Wealth Management's Baxter International position peaked at $1.59M in Q3 2024.
  • 776 funds tracked by Wall St. Rank held Baxter International as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.