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Personal CFO Solutions’s Baxter International BAX Stock Holding History

Personal CFO Solutions’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 		$316K Buy
14,795
+158
+1% +$2.94K 0.05% 379
2026
Q1 		$246K Buy
14,637
+112
+0.8% +$2.17K 0.03% 445
2025
Q4 		$278K Buy
14,525
+2,840
+24% +$56.8K 0.04% 397
2025
Q3 		$266K Buy
11,685
+1,592
+16% +$40.4K 0.05% 386
2025
Q2 		$306K Sell
10,093
-821
-8% -$24.9K 0.06% 324
2025
Q1 		$374K Buy
10,914
+946
+9% +$30.9K 0.08% 262
2024
Q4 		$291K Buy
9,968
+375
+4% +$12.6K 0.06% 335
2024
Q3 		$364K Buy
9,593
+557
+6% +$20.5K 0.05% 342
2024
Q2 		$302K Buy
9,036
+663
+8% +$24.4K 0.05% 381
2024
Q1 		$358K Sell
8,373
-22
-0.3% -$894 0.06% 351
2023
Q4 		$325K Buy
8,395
+1,171
+16% +$41.4K 0.06% 355
2023
Q3 		$273K Buy
+7,224
New +$308K 0.05% 343
2020
Q1 		– Sell
-2,791
Closed -$233K – 285
2019
Q4 		$233K Buy
+2,791
New +$231K 0.07% 280

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

Personal CFO Solutions's BAX Position: Q2 2026 in Review

Personal CFO Solutions increased its Baxter International (BAX) stake by 1.1% in Q2 2026, buying an estimated $2.94K and bringing the position to 14,795 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #379.

Personal CFO Solutions first reported a position in BAX in Q4 2019 and has held it in 13 quarters since. The position peaked at $374K in Q1 2025. 685 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

  • Personal CFO Solutions held 14,795 shares of Baxter International worth $316K as of Q2 2026.
  • Personal CFO Solutions bought 158 Baxter International shares in Q2 2026, an estimated $2.94K.
  • Baxter International made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #379 holding.
  • Personal CFO Solutions first reported a position in Baxter International in Q4 2019 and has held it in 13 quarters since.
  • Personal CFO Solutions's Baxter International position peaked at $374K in Q1 2025.
  • 685 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.