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
Search
Sign in
Sign up
KA
Kovack Advisors’s
Baxter International
BAX
Stock Holding History
Kovack Advisors’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
$2.01M
Buy
119,684
+6,791
+6%
+$131K
0.11%
192
2025
Q4
$2.16M
Buy
+112,893
New
+$2.26M
0.1%
187
2024
Q3
–
Sell
-30,872
Closed
-$1.03M
–
592
2024
Q2
$1.03M
Sell
30,872
-1,671
-5%
-$61.6K
0.11%
168
2024
Q1
$1.39M
Buy
32,543
+1,606
+5%
+$65.3K
0.17%
119
2023
Q4
$1.2M
Buy
+30,937
New
+$1.09M
0.14%
145
2015
Q3
–
Sell
-7,375
Closed
-$280K
–
223
2015
Q2
$280K
Buy
7,375
+539
+8%
+$20.1K
0.2%
139
2015
Q1
$254K
Buy
+6,836
New
+$259K
0.21%
122
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
Sign up
Sign in
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
Theme
Close