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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
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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SageView Advisory Group's BAX Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Baxter International (BAX) in Q4 2025: 6,530 shares worth $125K. The stake represents ﹤0.01% of the portfolio and ranks #755 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in BAX as recently as Q2 2025.

SageView Advisory Group first reported a position in BAX in Q4 2024 and has held it in 4 quarters since. The position peaked at $374K in Q1 2025. 708 funds tracked by Wall St. Rank hold BAX as of Q4 2025.

  • SageView Advisory Group held 6,530 shares of Baxter International worth $125K as of Q4 2025.
  • Baxter International was a new SageView Advisory Group position in Q4 2025.
  • Baxter International made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #755 holding.
  • SageView Advisory Group first reported a position in Baxter International in Q4 2024 and has held it in 4 quarters since.
  • SageView Advisory Group's Baxter International position peaked at $374K in Q1 2025.
  • 708 funds tracked by Wall St. Rank held Baxter International as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.