TWD
BAX icon

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
2026
Q3 		$15.9K Buy
+661
New +$16.2K ﹤0.01% 904
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

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
KPPF
Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

True Wealth Design's BAX Position: Q3 2026 in Review

True Wealth Design opened a new position in Baxter International (BAX) in Q3 2026: 661 shares worth $15.9K. The stake represents ﹤0.01% of the portfolio and ranks #904 among its holdings. This is a return to the name: True Wealth Design previously reported a position in BAX as recently as Q3 2025.

True Wealth Design first reported a position in BAX in Q4 2022 and has held it in 13 quarters since. 41 funds tracked by Wall St. Rank hold BAX as of Q3 2026.

  • True Wealth Design held 661 shares of Baxter International worth $15.9K as of Q3 2026.
  • Baxter International was a new True Wealth Design position in Q3 2026.
  • Baxter International made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #904 holding.
  • True Wealth Design first reported a position in Baxter International in Q4 2022 and has held it in 13 quarters since.
  • 41 funds tracked by Wall St. Rank held Baxter International as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.