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Mount Yale Investment Advisors’s Baxter International BAX Stock Holding History

Mount Yale 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
2025
Q3 		– Sell
-358
Closed -$10.8K – 761
2025
Q2 		$10.8K Buy
+358
New +$10.9K ﹤0.01% 1124
2018
Q4 		– Sell
-201
Closed -$13K – 360
2018
Q3 		$13K Sell
201
-317
-61% -$23.5K ﹤0.01% 833
2018
Q2 		$38K Sell
518
-56
-10% -$3.95K 0.01% 681
2018
Q1 		$37K Buy
+574
New +$38.8K 0.01% 675

Other funds holding BAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $191B AUM 17.5% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Mount Yale Investment Advisors's BAX Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Baxter International (BAX) in Q3 2025, closing a stake of 358 shares — an estimated $10.8K sold.

Mount Yale Investment Advisors first reported a position in BAX in Q1 2018 and held it in 4 quarters. The position peaked at $38K in Q2 2018. 734 funds tracked by Wall St. Rank hold BAX as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Baxter International position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 358 Baxter International shares in Q3 2025, an estimated $10.8K.
  • Mount Yale Investment Advisors first reported a position in Baxter International in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Baxter International position peaked at $38K in Q2 2018.
  • 734 funds tracked by Wall St. Rank held Baxter International as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.