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Sound View Wealth Advisors Group’s Baxter International BAX Stock Holding History

Sound View Wealth Advisors 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 		– Sell
-13,184
Closed -$300K – 419
2025
Q3 		$300K Buy
13,184
+2,469
+23% +$62.6K 0.02% 356
2025
Q2 		$324K Sell
10,715
-28,686
-73% -$870K 0.02% 332
2025
Q1 		$1.35M Buy
39,401
+8,937
+29% +$292K 0.11% 151
2024
Q4 		$888K Sell
30,464
-10,049
-25% -$338K 0.07% 196
2024
Q3 		$1.54M Buy
40,513
+3,001
+8% +$110K 0.13% 141
2024
Q2 		$1.25M Buy
37,512
+25,907
+223% +$955K 0.13% 139
2024
Q1 		$496K Sell
11,605
-392
-3% -$15.9K 0.05% 238
2023
Q4 		$464K Sell
11,997
-2,085
-15% -$73.8K 0.05% 243
2023
Q3 		$531K Sell
14,082
-660
-4% -$28.1K 0.07% 209
2023
Q2 		$672K Sell
14,742
-101
-0.7% -$4.4K 0.09% 188
2023
Q1 		$602K Buy
14,843
+2,846
+24% +$121K 0.08% 195
2022
Q4 		$464K Buy
11,997
+1,031
+9% +$55.4K 0.05% 243
2022
Q3 		$591K Buy
10,966
+57
+0.5% +$3.43K 0.13% 142
2022
Q2 		$701K Sell
10,909
-22
-0.2% -$1.6K 0.15% 133
2022
Q1 		$848K Buy
10,931
+12
+0.1% +$1K 0.16% 124
2021
Q4 		$937K Buy
10,919
+183
+2% +$14.7K 0.18% 123
2021
Q3 		$864K Buy
10,736
+467
+5% +$36.9K 0.18% 126
2021
Q2 		$827K Sell
10,269
-274
-3% -$23K 0.17% 124
2021
Q1 		$889K Buy
10,543
+97
+0.9% +$7.7K 0.21% 109
2020
Q4 		$838K Sell
10,446
-381
-4% -$30.2K 0.2% 111
2020
Q3 		$871K Sell
10,827
-100
-0.9% -$8.41K 0.23% 103
2020
Q2 		$941K Buy
10,927
+528
+5% +$46K 0.27% 95
2020
Q1 		$844K Sell
10,399
-109
-1% -$9.41K 0.29% 91
2019
Q4 		$879K Sell
10,508
-204
-2% -$16.9K 0.25% 99
2019
Q3 		$937K Sell
10,712
-466
-4% -$39.8K 0.28% 93
2019
Q2 		$915K Buy
+11,178
New +$868K 0.27% 97

Other funds holding BAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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 $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $786B AUM 40.34% 1-Year Est. Return

Sound View Wealth Advisors Group's BAX Position: Q4 2025 in Review

Sound View Wealth Advisors Group sold out of Baxter International (BAX) in Q4 2025, closing a stake of 13,184 shares — an estimated $300K sold.

Sound View Wealth Advisors Group first reported a position in BAX in Q2 2019 and held it in 26 quarters. The position peaked at $1.54M in Q3 2024. 710 funds tracked by Wall St. Rank hold BAX as of Q4 2025.

  • Sound View Wealth Advisors Group reported no remaining Baxter International position as of Q4 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 13,184 Baxter International shares in Q4 2025, an estimated $300K.
  • Sound View Wealth Advisors Group first reported a position in Baxter International in Q2 2019 and held it in 26 quarters.
  • Sound View Wealth Advisors Group's Baxter International position peaked at $1.54M in Q3 2024.
  • 710 funds tracked by Wall St. Rank held Baxter International as of Q4 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2025, filed 8 Jan 2026.