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Kerr Financial Planning’s Baxter International BAX Stock Holding History

Kerr Financial Planning’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
Q4 		– Sell
-149
Closed -$2.72K – 513
2025
Q3 		$2.72K Buy
+149
New +$3.78K ﹤0.01% 461

Other funds holding BAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kerr Financial Planning's BAX Position: Q4 2025 in Review

Kerr Financial Planning sold out of Baxter International (BAX) in Q4 2025, closing a stake of 149 shares — an estimated $2.72K sold.

Kerr Financial Planning first reported a position in BAX in Q3 2025 and held it in 1 quarter. The position peaked at $2.72K in Q3 2025. 710 funds tracked by Wall St. Rank hold BAX as of Q4 2025.

  • Kerr Financial Planning reported no remaining Baxter International position as of Q4 2025 after selling out during the quarter.
  • Kerr Financial Planning sold 149 Baxter International shares in Q4 2025, an estimated $2.72K.
  • Kerr Financial Planning first reported a position in Baxter International in Q3 2025 and held it in 1 quarter.
  • Kerr Financial Planning's Baxter International position peaked at $2.72K in Q3 2025.
  • 710 funds tracked by Wall St. Rank held Baxter International as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.