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New Wave Wealth Advisors’s Baxter International BAX Stock Holding History

New Wave Wealth 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
Q2 		$503K Buy
23,567
+7,251
+44% +$135K 0.14% 132
2026
Q1 		$274K Buy
16,316
+2,702
+20% +$52.3K 0.1% 154
2025
Q4 		$260K Buy
13,614
+3,478
+34% +$69.6K 0.1% 152
2025
Q3 		$232K Buy
10,136
+3,018
+42% +$76.5K 0.09% 155
2025
Q2 		$216K Sell
7,118
-2
-0% -$61 0.09% 131
2025
Q1 		$244K Sell
7,120
-1,071
-13% -$35K 0.11% 113
2024
Q4 		$239K Buy
+8,191
New +$276K 0.1% 121

Other funds holding BAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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

New Wave Wealth Advisors's BAX Position: Q2 2026 in Review

New Wave Wealth Advisors increased its Baxter International (BAX) stake by 44% in Q2 2026, buying an estimated $135K and bringing the position to 23,567 shares worth $503K. The position accounts for 0.14% of the portfolio, ranked #132.

New Wave Wealth Advisors first reported a position in BAX in Q4 2024 and has held it in 7 quarters since. 686 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

  • New Wave Wealth Advisors held 23,567 shares of Baxter International worth $503K as of Q2 2026.
  • New Wave Wealth Advisors bought 7,251 Baxter International shares in Q2 2026, an estimated $135K.
  • Baxter International made up 0.14% of New Wave Wealth Advisors's portfolio in Q2 2026, its #132 holding.
  • New Wave Wealth Advisors first reported a position in Baxter International in Q4 2024 and has held it in 7 quarters since.
  • 686 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.