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Moneta Group Investment Advisors’s Baxter International BAX Stock Holding History

Moneta Group Investment 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 		$271K Sell
16,145
-2,052
-11% -$39.7K ﹤0.01% 661
2025
Q4 		$348K Buy
18,197
+1,254
+7% +$25.1K ﹤0.01% 597
2025
Q3 		$386K Sell
16,943
-174
-1% -$4.41K ﹤0.01% 556
2025
Q2 		$518K Buy
17,117
+50
+0.3% +$1.52K 0.01% 429
2025
Q1 		$584K Sell
17,067
-174
-1% -$5.69K 0.01% 383
2024
Q4 		$503K Sell
17,241
-319
-2% -$10.7K 0.01% 410
2024
Q3 		$667K Sell
17,560
-2,031
-10% -$74.6K 0.01% 350
2024
Q2 		$655K Buy
19,591
+75
+0.4% +$2.76K 0.01% 336
2024
Q1 		$834K Buy
19,516
+1,936
+11% +$78.7K 0.01% 289
2023
Q4 		$680K Sell
17,580
-326
-2% -$11.5K 0.01% 285
2023
Q3 		$676K Buy
17,906
+867
+5% +$36.9K 0.02% 267
2023
Q2 		$776K Buy
17,039
+1,013
+6% +$44.1K 0.02% 254
2023
Q1 		$650K Sell
16,026
-2,131
-12% -$90.3K 0.02% 272
2022
Q4 		$830K Buy
18,157
+1,893
+12% +$102K 0.02% 223
2022
Q3 		$876K Buy
16,264
+1,364
+9% +$82.1K 0.03% 204
2022
Q2 		$957K Buy
14,900
+430
+3% +$31.2K 0.03% 210
2022
Q1 		$1.12M Sell
14,470
-966
-6% -$80.9K 0.04% 185
2021
Q4 		$1.32M Buy
15,436
+93
+0.6% +$7.49K 0.05% 171
2021
Q3 		$1.23M Sell
15,343
-95,974
-86% -$7.58M 0.06% 169
2021
Q2 		$8.96M Sell
111,317
-267
-0.2% -$22.4K 0.41% 60
2021
Q1 		$9.41M Buy
111,584
+9,129
+9% +$725K 0.5% 52
2020
Q4 		$8.22M Buy
102,455
+1,485
+1% +$118K 0.59% 41
2020
Q3 		$8.12M Sell
100,970
-122,154
-55% -$10.3M 0.71% 38
2020
Q2 		$19.2M Sell
223,124
-130
-0.1% -$11.3K 1.82% 17
2020
Q1 		$18.1M Buy
223,254
+197
+0.1% +$17K 1.89% 16
2019
Q4 		$18.7M Buy
223,057
+105,154
+89% +$8.7M 1.56% 17
2019
Q3 		$10.3M Buy
117,903
+198
+0.2% +$16.9K 0.96% 25
2019
Q2 		$9.64M Buy
117,705
+106
+0.1% +$8.23K 0.95% 23
2019
Q1 		$9.56M Buy
117,599
+111,233
+1,747% +$8.1M 1% 21
2018
Q4 		$419K Sell
6,366
-1,040
-14% -$69.9K 0.05% 149
2018
Q3 		$571K Sell
7,406
-5,983
-45% -$444K 0.06% 139
2018
Q2 		$989K Buy
13,389
+4,190
+46% +$295K 0.11% 110
2018
Q1 		$598K Buy
9,199
+2,109
+30% +$143K 0.08% 111
2017
Q4 		$458K Sell
7,090
-410
-5% -$26.3K 0.07% 131
2017
Q3 		$471K Sell
7,500
-42,755
-85% -$2.64M 0.07% 126
2017
Q2 		$3.04M Buy
50,255
+43,050
+598% +$2.45M 0.5% 30
2017
Q1 		$374K Buy
7,205
+965
+15% +$47.5K 0.07% 106
2016
Q4 		$277K Sell
6,240
-275
-4% -$12.7K 0.06% 133
2016
Q3 		$310K Sell
6,515
-25,615
-80% -$1.21M 0.07% 101
2016
Q2 		$1.45M Buy
32,130
+6,760
+27% +$297K 0.32% 47
2016
Q1 		$1.04M Buy
+25,370
New +$967K 0.23% 60
2015
Q4 		– Sell
-610
Closed -$20K – 162
2015
Q3 		$20K Buy
+610
New +$23.1K 0.01% 324

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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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

Moneta Group Investment Advisors's BAX Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Baxter International (BAX) stake by 11% in Q1 2026, selling an estimated $39.7K and leaving 16,145 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Moneta Group Investment Advisors first reported a position in BAX in Q3 2015 and has held it in 42 quarters since. The position peaked at $19.2M in Q2 2020. 658 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

  • Moneta Group Investment Advisors held 16,145 shares of Baxter International worth $271K as of Q1 2026.
  • Moneta Group Investment Advisors sold 2,052 Baxter International shares in Q1 2026, an estimated $39.7K.
  • Baxter International made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #661 holding.
  • Moneta Group Investment Advisors first reported a position in Baxter International in Q3 2015 and has held it in 42 quarters since.
  • Moneta Group Investment Advisors's Baxter International position peaked at $19.2M in Q2 2020.
  • 658 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.