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Strategic Wealth Advisors’s Baxter International BAX Stock Holding History

Strategic Wealth Advisors’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
Q2 		$5K Hold
300
– – ﹤0.01% 198
2026
Q1 		$5K Hold
300
– – ﹤0.01% 207
2025
Q4 		$5K Buy
+300
New +$6K ﹤0.01% 198

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
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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

Strategic Wealth Advisors's BAX Position: Q2 2026 in Review

Strategic Wealth Advisors held its Baxter International (BAX) position steady in Q2 2026 at 300 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Strategic Wealth Advisors first reported a position in BAX in Q4 2025 and has held it in 3 quarters since. 682 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

  • Strategic Wealth Advisors held 300 shares of Baxter International worth $5K as of Q2 2026.
  • Strategic Wealth Advisors left its Baxter International share count unchanged in Q2 2026.
  • Baxter International made up ﹤0.01% of Strategic Wealth Advisors's portfolio in Q2 2026, its #198 holding.
  • Strategic Wealth Advisors first reported a position in Baxter International in Q4 2025 and has held it in 3 quarters since.
  • 682 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on Strategic Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.