Root Financial Partners
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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
Q3 		$93.6K Buy
+3,898
New +$95.8K ﹤0.01% 767
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: Q3 2026 in Review

Root Financial Partners opened a new position in Baxter International (BAX) in Q3 2026: 3,898 shares worth $93.6K. The stake represents ﹤0.01% of the portfolio and ranks #767 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BAX as recently as Q1 2026.

Root Financial Partners first reported a position in BAX in Q3 2025 and has held it in 4 quarters since. 611 funds tracked by Wall St. Rank hold BAX as of Q3 2026.

  • Root Financial Partners held 3,898 shares of Baxter International worth $93.6K as of Q3 2026.
  • Baxter International was a new Root Financial Partners position in Q3 2026.
  • Baxter International made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #767 holding.
  • Root Financial Partners first reported a position in Baxter International in Q3 2025 and has held it in 4 quarters since.
  • 611 funds tracked by Wall St. Rank held Baxter International as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.