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Diversify Advisory Services’s Baxter International BAX Stock Holding History

Diversify Advisory Services’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
Q1 		– Sell
-9,602
Closed -$282K – 636
2024
Q4 		$282K Sell
9,602
-1,862
-16% -$62.7K 0.02% 496
2024
Q3 		$419K Buy
+11,464
New +$421K 0.02% 407
2024
Q2 		– Sell
-13,743
Closed -$599K – 645
2024
Q1 		$599K Buy
+13,743
New +$559K 0.04% 377

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

Diversify Advisory Services's BAX Position: Q1 2025 in Review

Diversify Advisory Services sold out of Baxter International (BAX) in Q1 2025, closing a stake of 9,602 shares — an estimated $282K sold.

Diversify Advisory Services first reported a position in BAX in Q1 2024 and held it in 3 quarters. The position peaked at $599K in Q1 2024. 845 funds tracked by Wall St. Rank hold BAX as of Q1 2025.

  • Diversify Advisory Services reported no remaining Baxter International position as of Q1 2025 after selling out during the quarter.
  • Diversify Advisory Services sold 9,602 Baxter International shares in Q1 2025, an estimated $282K.
  • Diversify Advisory Services first reported a position in Baxter International in Q1 2024 and held it in 3 quarters.
  • Diversify Advisory Services's Baxter International position peaked at $599K in Q1 2024.
  • 845 funds tracked by Wall St. Rank held Baxter International as of Q1 2025.

Based on Diversify Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.