SageView Advisory Group’s Baxter International BAX Stock Holding History

SageView Advisory Group’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	–	Sell	-6,530	Closed	-$125K	–	748
2025 Q4	$125K	Buy	+6,530	New	+$131K	﹤0.01%	755
2025 Q3	–	Sell	-10,023	Closed	-$286K	–	645
2025 Q2	$286K	Sell	10,023 -890	-8%	-$27K	0.01%	507
2025 Q1	$374K	Buy	10,913 +3,354	+44%	+$110K	0.02%	408
2024 Q4	$220K	Buy	+7,559	New	+$254K	0.01%	546

Other funds holding BAX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SageView Advisory Group's BAX Position: Q1 2026 in Review

SageView Advisory Group sold out of Baxter International (BAX) in Q1 2026, closing a stake of 6,530 shares — an estimated $125K sold.

SageView Advisory Group first reported a position in BAX in Q4 2024 and held it in 4 quarters. The position peaked at $374K in Q1 2025. 663 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

SageView Advisory Group reported no remaining Baxter International position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 6,530 Baxter International shares in Q1 2026, an estimated $125K.
SageView Advisory Group first reported a position in Baxter International in Q4 2024 and held it in 4 quarters.
SageView Advisory Group's Baxter International position peaked at $374K in Q1 2025.
663 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.