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Principal Securities’s Baxter International BAX Stock Holding History

Principal Securities’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 		$438K Buy
20,564
+3,481
+20% +$64.9K 0.01% 1141
2026
Q1 		$287K Buy
17,083
+998
+6% +$19.3K ﹤0.01% 1223
2025
Q4 		$307K Buy
16,085
+2,447
+18% +$49K ﹤0.01% 1134
2025
Q3 		$311K Buy
13,638
+748
+6% +$19K 0.01% 1114
2025
Q2 		$390K Buy
12,890
+4,583
+55% +$139K 0.01% 965
2025
Q1 		$242K Buy
8,307
+265
+3% +$8.66K 0.01% 1052
2024
Q4 		$235K Sell
8,042
-1,313
-14% -$44.2K 0.01% 1064
2024
Q3 		$355K Buy
9,355
+2,147
+30% +$78.9K 0.01% 873
2024
Q2 		$241K Sell
7,208
-3,171
-31% -$117K 0.01% 970
2024
Q1 		$444K Sell
10,379
-2,808
-21% -$114K 0.01% 712
2023
Q4 		$510K Buy
+13,187
New +$466K 0.02% 594

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

Principal Securities's BAX Position: Q2 2026 in Review

Principal Securities increased its Baxter International (BAX) stake by 20% in Q2 2026, buying an estimated $64.9K and bringing the position to 20,564 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #1141.

Principal Securities first reported a position in BAX in Q4 2023 and has held it in 11 quarters since. The position peaked at $510K in Q4 2023. 684 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

  • Principal Securities held 20,564 shares of Baxter International worth $438K as of Q2 2026.
  • Principal Securities bought 3,481 Baxter International shares in Q2 2026, an estimated $64.9K.
  • Baxter International made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1141 holding.
  • Principal Securities first reported a position in Baxter International in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Baxter International position peaked at $510K in Q4 2023.
  • 684 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.