Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Baxter International BAX Stock Holding History

Kovitz Investment Group Partners’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
-15,210
Closed -$347K – 527
2025
Q3 		$347K Sell
15,210
-25,084
-62% -$636K ﹤0.01% 1147
2025
Q2 		$1.22M Sell
40,294
-50,521
-56% -$1.53M 0.01% 752
2025
Q1 		$3.11M Sell
90,815
-57,527
-39% -$1.88M 0.02% 495
2024
Q4 		$4.33M Buy
148,342
+4,931
+3% +$166K 0.02% 425
2024
Q3 		$4.86M Buy
143,411
+37,211
+35% +$1.37M 0.03% 343
2024
Q2 		$3.55M Buy
106,200
+38,898
+58% +$1.43M 0.03% 342
2024
Q1 		$2.88M Buy
+67,302
New +$2.74M 0.04% 262
2022
Q2 		– Sell
-4,035
Closed -$313K – 404
2022
Q1 		$313K Buy
4,035
+846
+27% +$70.8K 0.01% 375
2021
Q4 		$256K Sell
3,189
-2,161
-40% -$174K 0.01% 380
2021
Q3 		$430K Sell
5,350
-850
-14% -$67.2K 0.01% 365
2021
Q2 		$499K Sell
6,200
-6,624
-52% -$556K 0.01% 359
2021
Q1 		$1.08M Buy
12,824
+9,635
+302% +$765K 0.03% 277
2020
Q4 		$256K Buy
3,189
+100
+3% +$7.92K 0.01% 383
2020
Q3 		$248K Hold
3,089
– – 0.01% 375
2020
Q2 		$266K Sell
3,089
-75
-2% -$6.53K 0.01% 346
2020
Q1 		$257K Buy
3,164
+500
+19% +$43.1K 0.01% 343
2019
Q4 		$222K Buy
+2,664
New +$220K 0.01% 354
2019
Q2 		– Sell
-9,268
Closed -$754K – 353
2019
Q1 		$754K Buy
+9,268
New +$675K 0.02% 295
2018
Q4 		– Sell
-3,693
Closed -$285K – 254
2018
Q3 		$285K Buy
3,693
+600
+19% +$44.5K 0.01% 134
2018
Q2 		$228K Hold
3,093
– – 0.01% 138
2018
Q1 		$201K Sell
3,093
-900
-23% -$60.9K 0.01% 139
2017
Q4 		$258K Sell
3,993
-413
-9% -$26.5K 0.01% 142
2017
Q3 		$276K Sell
4,406
-365
-8% -$22.5K 0.01% 141
2017
Q2 		$289K Buy
4,771
+780
+20% +$44.3K 0.02% 137
2017
Q1 		$207K Buy
+3,991
New +$196K 0.01% 132

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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

Kovitz Investment Group Partners's BAX Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Baxter International (BAX) in Q4 2025, closing a stake of 15,210 shares — an estimated $347K sold.

Kovitz Investment Group Partners first reported a position in BAX in Q1 2017 and held it in 25 quarters. The position peaked at $4.86M in Q3 2024. 710 funds tracked by Wall St. Rank hold BAX as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Baxter International position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 15,210 Baxter International shares in Q4 2025, an estimated $347K.
  • Kovitz Investment Group Partners first reported a position in Baxter International in Q1 2017 and held it in 25 quarters.
  • Kovitz Investment Group Partners's Baxter International position peaked at $4.86M in Q3 2024.
  • 710 funds tracked by Wall St. Rank held Baxter International as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.