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Summit Financial’s Baxter International BAX Stock Holding History

Summit Financial’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
-134,545
Closed -$3.06M – 1288
2025
Q3 		$3.06M Buy
134,545
+119,745
+809% +$3.04M 0.05% 367
2025
Q2 		$450K Buy
+14,800
New +$449K 0.01% 590

Other funds holding BAX

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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 $6.07B AUM 11.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Financial's BAX Position: Q4 2025 in Review

Summit Financial sold out of Baxter International (BAX) in Q4 2025, closing a stake of 134,545 shares — an estimated $3.06M sold.

Summit Financial first reported a position in BAX in Q2 2025 and held it in 2 quarters. The position peaked at $3.06M in Q3 2025. 707 funds tracked by Wall St. Rank hold BAX as of Q4 2025.

  • Summit Financial reported no remaining Baxter International position as of Q4 2025 after selling out during the quarter.
  • Summit Financial sold 134,545 Baxter International shares in Q4 2025, an estimated $3.06M.
  • Summit Financial first reported a position in Baxter International in Q2 2025 and held it in 2 quarters.
  • Summit Financial's Baxter International position peaked at $3.06M in Q3 2025.
  • 707 funds tracked by Wall St. Rank held Baxter International as of Q4 2025.

Based on Summit Financial's 13F filing for Q4 2025, filed 13 Feb 2026.