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Morningstar Investment Management’s Baxter International BAX Stock Holding History

Morningstar Investment Management’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
Q2 		$3.15M Hold
187,381
– – 0.19% 132
2026
Q1 		$3.15M Sell
187,381
-404
-0.2% -$7.82K 0.19% 131
2025
Q4 		$3.59M Sell
187,785
-135,412
-42% -$2.71M 0.21% 110
2025
Q3 		$7.36M Buy
323,197
+309,598
+2,277% +$7.85M 0.27% 92
2025
Q2 		$412K Buy
+13,599
New +$412K 0.04% 131
2025
Q1 		– Sell
-9,227
Closed -$269K – 91
2024
Q4 		$269K Buy
9,227
+1,112
+14% +$37.4K 0.02% 170
2024
Q3 		$300K Sell
8,115
-1
-0% -$37 0.03% 162
2024
Q2 		$271K Buy
+8,116
New +$299K 0.03% 160

Other funds holding BAX

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
GHC
Great Hill Capital New York $4.29B AUM 18.17% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return

Morningstar Investment Management's BAX Position: Q2 2026 in Review

Morningstar Investment Management held its Baxter International (BAX) position steady in Q2 2026 at 187,381 shares worth $3.15M. The position accounts for 0.19% of the portfolio, ranked #132.

Morningstar Investment Management first reported a position in BAX in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.36M in Q3 2025. 233 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

  • Morningstar Investment Management held 187,381 shares of Baxter International worth $3.15M as of Q2 2026.
  • Morningstar Investment Management left its Baxter International share count unchanged in Q2 2026.
  • Baxter International made up 0.19% of Morningstar Investment Management's portfolio in Q2 2026, its #132 holding.
  • Morningstar Investment Management first reported a position in Baxter International in Q2 2024 and has held it in 8 quarters since.
  • Morningstar Investment Management's Baxter International position peaked at $7.36M in Q3 2025.
  • 233 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.