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Root Financial Partners’s Baxter International BAX Stock Holding History

Root Financial Partners’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 		– Sell
-230
Closed -$3.86K – 687
2026
Q1 		$3.86K Buy
230
+43
+23% +$832 ﹤0.01% 2048
2025
Q4 		$3.57K Sell
187
-44
-19% -$880 ﹤0.01% 1866
2025
Q3 		$5.26K Buy
+231
New +$5.86K ﹤0.01% 1701

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Root Financial Partners's BAX Position: Q2 2026 in Review

Root Financial Partners sold out of Baxter International (BAX) in Q2 2026, closing a stake of 230 shares — an estimated $3.86K sold.

Root Financial Partners first reported a position in BAX in Q3 2025 and held it in 3 quarters. The position peaked at $5.26K in Q3 2025. 686 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

  • Root Financial Partners reported no remaining Baxter International position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 230 Baxter International shares in Q2 2026, an estimated $3.86K.
  • Root Financial Partners first reported a position in Baxter International in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Baxter International position peaked at $5.26K in Q3 2025.
  • 686 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.