Kathleen S. Wright Associates’s Baxter International BAX Stock Holding History

Kathleen S. Wright Associates’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 Q3	$2.28K	Hold	100	–	–	﹤0.01%	228
2025 Q2	$3.03K	Hold	100	–	–	﹤0.01%	233
2025 Q1	$3.42K	Hold	100	–	–	﹤0.01%	238
2024 Q4	$2.92K	Hold	100	–	–	﹤0.01%	245
2024 Q3	$3.8K	Hold	100	–	–	﹤0.01%	269
2024 Q2	$3.35K	Hold	100	–	–	﹤0.01%	210
2024 Q1	$4.27K	Hold	100	–	–	﹤0.01%	204
2023 Q4	$3.87K	Hold	100	–	–	﹤0.01%	177
2023 Q3	$3.77K	Hold	100	–	–	﹤0.01%	172
2023 Q2	$4.56K	Hold	100	–	–	﹤0.01%	152
2023 Q1	$4.06K	Hold	100	–	–	﹤0.01%	150
2022 Q4	$5K	Buy	100 +12	+14%	+$645	﹤0.01%	175
2022 Q3	$5K	Hold	88	–	–	﹤0.01%	157
2022 Q2	$6K	Hold	88	–	–	0.01%	134
2022 Q1	$7K	Hold	88	–	–	0.01%	134
2021 Q4	$8K	Buy	+88	New	+$7.08K	0.01%	126

Other funds holding BAX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Kathleen S. Wright Associates's BAX Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Baxter International (BAX) position steady in Q3 2025 at 100 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Kathleen S. Wright Associates first reported a position in BAX in Q4 2021 and has held it in 16 quarters since. The position peaked at $8K in Q4 2021. 729 funds tracked by Wall St. Rank hold BAX as of Q3 2025.

Kathleen S. Wright Associates held 100 shares of Baxter International worth $2.28K as of Q3 2025.
Kathleen S. Wright Associates left its Baxter International share count unchanged in Q3 2025.
Baxter International made up ﹤0.01% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #228 holding.
Kathleen S. Wright Associates first reported a position in Baxter International in Q4 2021 and has held it in 16 quarters since.
Kathleen S. Wright Associates's Baxter International position peaked at $8K in Q4 2021.
729 funds tracked by Wall St. Rank held Baxter International as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.