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IWC
Integrated Wealth Concepts’s
Baxter International
BAX
Stock Holding History
Integrated Wealth Concepts’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
Q1
–
Sell
-25,846
Closed
-$494K
–
2282
2025
Q4
$494K
Buy
+25,846
New
+$517K
0.01%
1097
2025
Q2
–
Sell
-7,539
Closed
-$258K
–
1904
2025
Q1
$258K
Buy
7,539
+297
+4%
+$9.71K
﹤0.01%
1489
2024
Q4
$211K
Sell
7,242
-1,682
-19%
-$56.6K
﹤0.01%
1575
2024
Q3
$339K
Buy
+8,924
New
+$328K
﹤0.01%
1260
2023
Q4
–
Sell
-11,758
Closed
-$444K
–
1597
2023
Q3
$444K
Sell
11,758
-18
-0.2%
-$767
0.01%
1032
2023
Q2
$536K
Buy
+11,776
New
+$513K
0.01%
961
2022
Q3
–
Sell
-3,491
Closed
-$224K
–
952
2022
Q2
$224K
Buy
3,491
+304
+10%
+$22.1K
0.01%
855
2022
Q1
$247K
Buy
3,187
+68
+2%
+$5.69K
0.01%
807
2021
Q4
$268K
Sell
3,119
-35
-1%
-$2.82K
0.01%
829
2021
Q3
$254K
Buy
+3,154
New
+$249K
0.01%
802
Other funds holding BAX
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Pzena Investment Management
New York
$30.8B AUM
11.29%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
GA
Greenhaven Associates
Purchase, New York
$6.07B AUM
11.2%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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