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Tortoise Investment Management’s Baxter International BAX Stock Holding History

Tortoise Investment Management’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
-569
Closed -$13K – 356
2025
Q3 		$13K Sell
569
-22
-4% -$558 ﹤0.01% 581
2025
Q2 		$17.9K Buy
591
+29
+5% +$879 ﹤0.01% 526
2025
Q1 		$19.2K Buy
562
+2
+0.4% +$65 ﹤0.01% 507
2024
Q4 		$16.3K Buy
560
+4
+0.7% +$135 ﹤0.01% 577
2024
Q3 		$21.1K Buy
556
+3
+0.5% +$110 ﹤0.01% 547
2024
Q2 		$18.5K Buy
553
+3
+0.5% +$111 ﹤0.01% 543
2024
Q1 		$23.5K Buy
550
+3
+0.5% +$122 ﹤0.01% 487
2023
Q4 		$21.2K Buy
547
+147
+37% +$5.2K ﹤0.01% 472
2023
Q3 		$15.1K Hold
400
– – ﹤0.01% 497
2023
Q2 		$18.2K Buy
+400
New +$17.4K ﹤0.01% 484
2016
Q3 		– Sell
-152
Closed -$7K – 444
2016
Q2 		$7K Buy
+152
New +$6.67K ﹤0.01% 346
2014
Q3 		– Sell
-28
Closed -$1K – 387
2014
Q2 		$1K Buy
+28
New +$1.12K ﹤0.01% 396

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

Tortoise Investment Management's BAX Position: Q4 2025 in Review

Tortoise Investment Management sold out of Baxter International (BAX) in Q4 2025, closing a stake of 569 shares — an estimated $13K sold.

Tortoise Investment Management first reported a position in BAX in Q2 2014 and held it in 12 quarters. The position peaked at $23.5K in Q1 2024. 710 funds tracked by Wall St. Rank hold BAX as of Q4 2025.

  • Tortoise Investment Management reported no remaining Baxter International position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 569 Baxter International shares in Q4 2025, an estimated $13K.
  • Tortoise Investment Management first reported a position in Baxter International in Q2 2014 and held it in 12 quarters.
  • Tortoise Investment Management's Baxter International position peaked at $23.5K in Q1 2024.
  • 710 funds tracked by Wall St. Rank held Baxter International as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.