Key Financial Inc’s Baxter International BAX Stock Holding History

Key Financial Inc’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	-31	Closed	-$592	–	1399
2025 Q4	$592	Hold	31	–	–	﹤0.01%	1311
2025 Q3	$724	Hold	31	–	–	﹤0.01%	1303
2025 Q2	$939	Hold	31	–	–	﹤0.01%	1276
2025 Q1	$1.06K	Hold	31	–	–	﹤0.01%	1227
2024 Q4	$904	Hold	31	–	–	﹤0.01%	1240
2024 Q3	$1.18K	Hold	31	–	–	﹤0.01%	1170
2024 Q2	$1.04K	Hold	31	–	–	﹤0.01%	1178
2024 Q1	$1.32K	Hold	31	–	–	﹤0.01%	1147
2023 Q4	$1.2K	Hold	31	–	–	﹤0.01%	1158
2023 Q3	$1.17K	Hold	31	–	–	﹤0.01%	1172
2023 Q2	$1.41K	Hold	31	–	–	﹤0.01%	1203
2023 Q1	$1.26K	Sell	31 -1,247	-98%	-$52.9K	﹤0.01%	1006
2022 Q4	$68.8K	Hold	1,278	–	–	0.03%	307
2022 Q3	$69K	Hold	1,278	–	–	0.03%	310
2022 Q2	$84K	Hold	1,278	–	–	0.05%	271
2022 Q1	$99K	Buy	1,278 +1,247	+4,023%	+$104K	0.05%	248
2021 Q4	$3K	Hold	31	–	–	﹤0.01%	770
2021 Q3	$2K	Hold	31	–	–	﹤0.01%	789
2021 Q2	$2K	Hold	31	–	–	﹤0.01%	757
2021 Q1	$3K	Hold	31	–	–	﹤0.01%	637
2020 Q4	$2K	Buy	+31	New	+$2.46K	﹤0.01%	633
2020 Q2	–	Sell	-31	Closed	-$3K	–	137
2020 Q1	$3K	Buy	+31	New	+$2.67K	﹤0.01%	549

Other funds holding BAX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Key Financial Inc's BAX Position: Q1 2026 in Review

Key Financial Inc sold out of Baxter International (BAX) in Q1 2026, closing a stake of 31 shares — an estimated $592 sold.

Key Financial Inc first reported a position in BAX in Q1 2020 and held it in 22 quarters. The position peaked at $99K in Q1 2022. 662 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

Key Financial Inc reported no remaining Baxter International position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 31 Baxter International shares in Q1 2026, an estimated $592.
Key Financial Inc first reported a position in Baxter International in Q1 2020 and held it in 22 quarters.
Key Financial Inc's Baxter International position peaked at $99K in Q1 2022.
662 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.