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Principia Wealth Advisory’s Baxter International BAX Stock Holding History

Principia Wealth Advisory’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 		$1.98K Buy
93
+47
+102% +$876 ﹤0.01% 598
2026
Q1 		$773 Buy
46
+40
+667% +$774 ﹤0.01% 765
2025
Q4 		$115 Sell
6
-16
-73% -$320 ﹤0.01% 960
2025
Q3 		$501 Sell
22
-3
-12% -$76 ﹤0.01% 795
2025
Q2 		$757 Buy
25
+2
+9% +$61 ﹤0.01% 644
2025
Q1 		$707 Buy
23
+17
+283% +$556 ﹤0.01% 482
2024
Q4 		$175 Buy
+6
New +$202 ﹤0.01% 743

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

Principia Wealth Advisory's BAX Position: Q2 2026 in Review

Principia Wealth Advisory increased its Baxter International (BAX) stake by 102% in Q2 2026, buying an estimated $876 and bringing the position to 93 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Principia Wealth Advisory first reported a position in BAX in Q4 2024 and has held it in 7 quarters since. 684 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

  • Principia Wealth Advisory held 93 shares of Baxter International worth $1.98K as of Q2 2026.
  • Principia Wealth Advisory bought 47 Baxter International shares in Q2 2026, an estimated $876.
  • Baxter International made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #598 holding.
  • Principia Wealth Advisory first reported a position in Baxter International in Q4 2024 and has held it in 7 quarters since.
  • 684 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.