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Planning Strategies’s Baxter International BAX Stock Holding History

Planning Strategies’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 		$9.59K Buy
+450
New +$8.39K 0.01% 330

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Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
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Vanguard Portfolio Management
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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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Planning Strategies's BAX Position: Q2 2026 in Review

Planning Strategies opened a new position in Baxter International (BAX) in Q2 2026: 450 shares worth $9.59K. The stake represents 0.01% of the portfolio and ranks #330 among its holdings.

647 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

  • Planning Strategies held 450 shares of Baxter International worth $9.59K as of Q2 2026.
  • Baxter International was a new Planning Strategies position in Q2 2026.
  • Baxter International made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #330 holding.
  • 647 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.