Klein Pavlis & Peasley Financial’s Baxter International BAX Stock Holding History

Klein Pavlis & Peasley Financial’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 Q3	$2.23M	Buy	+92,834	New	+$2.28M	1.13%	30

Other funds holding BAX

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Klein Pavlis & Peasley Financial's BAX Position: Q3 2026 in Review

Klein Pavlis & Peasley Financial opened a new position in Baxter International (BAX) in Q3 2026: 92,834 shares worth $2.23M. The stake represents 1.13% of the portfolio and ranks #30 among its holdings.

36 funds tracked by Wall St. Rank hold BAX as of Q3 2026.

Klein Pavlis & Peasley Financial held 92,834 shares of Baxter International worth $2.23M as of Q3 2026.
Baxter International was a new Klein Pavlis & Peasley Financial position in Q3 2026.
Baxter International made up 1.13% of Klein Pavlis & Peasley Financial's portfolio in Q3 2026, its #30 holding.
36 funds tracked by Wall St. Rank held Baxter International as of Q3 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q3 2026, filed 13 Oct 2026.