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True Wealth Design’s Baxter International BAX Stock Holding History

True Wealth Design’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
-17
Closed -$388 – 2582
2025
Q3 		$388 Sell
17
-15
-47% -$380 ﹤0.01% 2087
2025
Q2 		$969 Sell
32
-7
-18% -$212 ﹤0.01% 1475
2025
Q1 		$1.33K Buy
39
+23
+144% +$752 ﹤0.01% 1158
2024
Q4 		$467 Buy
16
+1
+7% +$34 ﹤0.01% 1108
2024
Q3 		$570 Sell
15
-1
-6% -$37 ﹤0.01% 1077
2024
Q2 		$536 Buy
16
+1
+7% +$37 ﹤0.01% 641
2024
Q1 		$642 Buy
15
+8
+114% +$325 ﹤0.01% 572
2023
Q4 		$271 Hold
7
– – ﹤0.01% 628
2023
Q3 		$265 Hold
7
– – ﹤0.01% 593
2023
Q2 		$319 Hold
7
– – ﹤0.01% 567
2023
Q1 		$284 Hold
7
– – ﹤0.01% 670
2022
Q4 		$357 Buy
+7
New +$376 ﹤0.01% 544

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

True Wealth Design's BAX Position: Q4 2025 in Review

True Wealth Design sold out of Baxter International (BAX) in Q4 2025, closing a stake of 17 shares — an estimated $388 sold.

True Wealth Design first reported a position in BAX in Q4 2022 and held it in 12 quarters. The position peaked at $1.33K in Q1 2025. 710 funds tracked by Wall St. Rank hold BAX as of Q4 2025.

  • True Wealth Design reported no remaining Baxter International position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 17 Baxter International shares in Q4 2025, an estimated $388.
  • True Wealth Design first reported a position in Baxter International in Q4 2022 and held it in 12 quarters.
  • True Wealth Design's Baxter International position peaked at $1.33K in Q1 2025.
  • 710 funds tracked by Wall St. Rank held Baxter International as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.