Rise Advisors’s Baxter International BAX Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-378	Closed	-$8.6K	–	236
2025 Q3	$8.6K	Buy	378 +2	+0.5%	+$51	﹤0.01%	1060
2025 Q2	$11.4K	Buy	376 +2	+0.5%	+$61	﹤0.01%	906
2025 Q1	$12.8K	Sell	374 -4	-1%	-$131	0.01%	806
2024 Q4	$11K	Sell	378 -75	-17%	-$2.52K	0.01%	951
2024 Q3	$17.2K	Buy	453 +3	+0.7%	+$110	0.01%	779
2024 Q2	$15K	Sell	450 -17	-4%	-$627	0.01%	825
2024 Q1	$20K	Buy	+467	New	+$19K	0.01%	653
2023 Q4	–	Hold	0	–	-$7	–	628
2023 Q3	–	Sell	-6	Closed	-$256	–	665
2023 Q2	$280	Hold	6	–	–	﹤0.01%	644
2023 Q1	$247	Hold	6	–	–	﹤0.01%	776
2022 Q4	$309	Hold	6	–	–	﹤0.01%	729
2022 Q3	$0	Hold	6	–	–	﹤0.01%	706
2022 Q2	$0	Buy	+6	New	+$435	﹤0.01%	705

Other funds holding BAX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return