Elevation Wealth Partners
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Elevation Wealth Partners’s Baxter International BAX Stock Holding History

Elevation 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
Q3 		$3.74K Buy
156
+24
+18% +$590 ﹤0.01% 1151
2026
Q2 		$2.82K Buy
132
+112
+560% +$2.09K ﹤0.01% 1142
2026
Q1 		$336 Sell
20
-754
-97% -$14.6K ﹤0.01% 1054
2025
Q4 		$14.8K Buy
+774
New +$15.5K 0.01% 427
2025
Q3 		– Sell
-193
Closed -$5.84K – 873
2025
Q2 		$5.84K Hold
193
– – ﹤0.01% 394
2025
Q1 		$6.61K Hold
193
– – ﹤0.01% 392
2024
Q4 		$5.63K Hold
193
– – ﹤0.01% 405
2024
Q3 		$7.33K Hold
193
– – ﹤0.01% 373
2024
Q2 		$6.46K Hold
193
– – ﹤0.01% 368
2024
Q1 		$8.25K Sell
193
-108
-36% -$4.39K ﹤0.01% 368
2023
Q4 		$11.4K Buy
301
+108
+56% +$3.82K 0.01% 317
2023
Q3 		$7.28K Hold
193
– – 0.01% 258
2023
Q2 		$8.79K Sell
193
-191
-50% -$8.32K 0.01% 261
2023
Q1 		$15.6K Buy
+384
New +$16.3K 0.01% 235

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GA
Greenhaven Associates Purchase, New York $7.96B AUM 5.75% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Investment Management Associates
Investment Management Associates Greenwood Village, Colorado $490M AUM 6.7% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Great Hill Capital
Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Elevation Wealth Partners's BAX Position: Q3 2026 in Review

Elevation Wealth Partners increased its Baxter International (BAX) stake by 18% in Q3 2026, buying an estimated $590 and bringing the position to 156 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Elevation Wealth Partners first reported a position in BAX in Q1 2023 and has held it in 14 quarters since. The position peaked at $15.6K in Q1 2023. 263 funds tracked by Wall St. Rank hold BAX as of Q3 2026.

  • Elevation Wealth Partners held 156 shares of Baxter International worth $3.74K as of Q3 2026.
  • Elevation Wealth Partners bought 24 Baxter International shares in Q3 2026, an estimated $590.
  • Baxter International made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1151 holding.
  • Elevation Wealth Partners first reported a position in Baxter International in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's Baxter International position peaked at $15.6K in Q1 2023.
  • 263 funds tracked by Wall St. Rank held Baxter International as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.