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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
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

Other funds holding BAX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dodge & Cox
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Root Financial Partners's BAX Position: Q1 2026 in Review

Root Financial Partners increased its Baxter International (BAX) stake by 23% in Q1 2026, buying an estimated $832 and bringing the position to 230 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #2048.

Root Financial Partners first reported a position in BAX in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.26K in Q3 2025. 658 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

  • Root Financial Partners held 230 shares of Baxter International worth $3.86K as of Q1 2026.
  • Root Financial Partners bought 43 Baxter International shares in Q1 2026, an estimated $832.
  • Baxter International made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2048 holding.
  • Root Financial Partners first reported a position in Baxter International in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Baxter International position peaked at $5.26K in Q3 2025.
  • 658 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.