Fiduciary Alliance’s Baxter International BAX Stock Holding History

Fiduciary Alliance’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	$6.23M	Buy	292,401 +34,339	+13%	+$640K	0.42%	65
2026 Q1	$4.54M	Buy	258,062 +126,104	+96%	+$2.44M	0.27%	90
2025 Q4	$2.52M	Buy	131,958 +39,303	+42%	+$786K	0.16%	141
2025 Q3	$2.11M	Buy	92,655 +29,453	+47%	+$747K	0.14%	150
2025 Q2	$1.91M	Buy	+63,202	New	+$1.92M	0.14%	142
2023 Q3	–	Sell	-200	Closed	-$9.11K	–	235
2023 Q2	$9.11K	Buy	+200	New	+$8.71K	﹤0.01%	579

Other funds holding BAX

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

QAM

QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Lipe & Dalton Syracuse, New York $215M AUM 39.53% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Fiduciary Alliance's BAX Position: Q2 2026 in Review

Fiduciary Alliance increased its Baxter International (BAX) stake by 13% in Q2 2026, buying an estimated $640K and bringing the position to 292,401 shares worth $6.23M. The position accounts for 0.42% of the portfolio, ranked #65.

Fiduciary Alliance first reported a position in BAX in Q2 2023 and has held it in 6 quarters since. 106 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

Fiduciary Alliance held 292,401 shares of Baxter International worth $6.23M as of Q2 2026.
Fiduciary Alliance bought 34,339 Baxter International shares in Q2 2026, an estimated $640K.
Baxter International made up 0.42% of Fiduciary Alliance's portfolio in Q2 2026, its #65 holding.
Fiduciary Alliance first reported a position in Baxter International in Q2 2023 and has held it in 6 quarters since.
106 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.