NewEdge Wealth’s Baxter International BAX Stock Holding History

NewEdge Wealth’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	$628K	Buy	37,357 +5,282	+16%	+$102K	0.01%	746
2025 Q4	$613K	Buy	32,075 +6,660	+26%	+$133K	0.01%	764
2025 Q3	$456K	Buy	+25,415	New	+$645K	0.01%	776
2022 Q3	–	Sell	-3,778	Closed	-$243K	–	525
2022 Q2	$243K	Buy	+3,778	New	+$274K	0.01%	501

Other funds holding BAX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

NewEdge Wealth's BAX Position: Q1 2026 in Review

NewEdge Wealth increased its Baxter International (BAX) stake by 16% in Q1 2026, buying an estimated $102K and bringing the position to 37,357 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #746.

NewEdge Wealth first reported a position in BAX in Q2 2022 and has held it in 4 quarters since. 657 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

NewEdge Wealth held 37,357 shares of Baxter International worth $628K as of Q1 2026.
NewEdge Wealth bought 5,282 Baxter International shares in Q1 2026, an estimated $102K.
Baxter International made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #746 holding.
NewEdge Wealth first reported a position in Baxter International in Q2 2022 and has held it in 4 quarters since.
657 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.