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Olistico Wealth’s Baxter International BAX Stock Holding History

Olistico 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
Q3 		$9.6K Hold
400
– – ﹤0.01% 263
2026
Q2 		$8.53K Hold
400
– – ﹤0.01% 259
2026
Q1 		$6.72K Hold
400
– – ﹤0.01% 275
2025
Q4 		$7.64K Buy
+400
New +$8K ﹤0.01% 270
2025
Q3 		– Sell
-400
Closed -$12.1K – 114
2025
Q2 		$12.1K Hold
400
– – 0.01% 254
2025
Q1 		$13.7K Hold
400
– – 0.01% 233
2024
Q4 		$11.7K Hold
400
– – 0.01% 239
2024
Q3 		$15.2K Hold
400
– – 0.01% 225
2024
Q2 		$13.4K Buy
+400
New +$14.7K 0.01% 228

Other funds holding BAX

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
GHC
Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Lipe & Dalton
Lipe & Dalton Syracuse, New York $216M AUM 27.72% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
KPPF
Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return

Olistico Wealth's BAX Position: Q3 2026 in Review

Olistico Wealth held its Baxter International (BAX) position steady in Q3 2026 at 400 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Olistico Wealth first reported a position in BAX in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.2K in Q3 2024. 106 funds tracked by Wall St. Rank hold BAX as of Q3 2026.

  • Olistico Wealth held 400 shares of Baxter International worth $9.6K as of Q3 2026.
  • Olistico Wealth left its Baxter International share count unchanged in Q3 2026.
  • Baxter International made up ﹤0.01% of Olistico Wealth's portfolio in Q3 2026, its #263 holding.
  • Olistico Wealth first reported a position in Baxter International in Q2 2024 and has held it in 9 quarters since.
  • Olistico Wealth's Baxter International position peaked at $15.2K in Q3 2024.
  • 106 funds tracked by Wall St. Rank held Baxter International as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.