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Legacy Financial Advisors’s Baxter International BAX Stock Holding History

Legacy Financial 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
2025
Q4 		– Sell
-10,040
Closed -$229K – 397
2025
Q3 		$229K Buy
10,040
+485
+5% +$12.3K 0.03% 375
2025
Q2 		$289K Buy
+9,555
New +$290K 0.05% 280
2019
Q2 		– Sell
-1,678
Closed -$136K – 197
2019
Q1 		$136K Buy
1,678
+136
+9% +$9.9K 0.05% 134
2018
Q4 		$101K Hold
1,542
– – 0.04% 140
2018
Q3 		$118K Hold
1,542
– – 0.04% 157
2018
Q2 		$115K Hold
1,542
– – 0.04% 154
2018
Q1 		$102K Sell
1,542
-379
-20% -$25.6K 0.04% 163
2017
Q4 		$124K Buy
+1,921
New +$123K 0.05% 157

Other funds holding BAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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 $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $666B AUM 30.12% 1-Year Est. Return

Legacy Financial Advisors's BAX Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Baxter International (BAX) in Q4 2025, closing a stake of 10,040 shares — an estimated $229K sold.

Legacy Financial Advisors first reported a position in BAX in Q4 2017 and held it in 8 quarters. The position peaked at $289K in Q2 2025. 708 funds tracked by Wall St. Rank hold BAX as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Baxter International position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 10,040 Baxter International shares in Q4 2025, an estimated $229K.
  • Legacy Financial Advisors first reported a position in Baxter International in Q4 2017 and held it in 8 quarters.
  • Legacy Financial Advisors's Baxter International position peaked at $289K in Q2 2025.
  • 708 funds tracked by Wall St. Rank held Baxter International as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.