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Twin Peaks Wealth Advisors’s Baxter International BAX Stock Holding History

Twin Peaks 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
Q1 		$3.95K Buy
+235
New +$4.55K ﹤0.01% 1476
2025
Q3 		– Sell
-243
Closed -$5.83K – 361
2025
Q2 		$5.83K Buy
+243
New +$7.37K ﹤0.01% 1231

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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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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

Twin Peaks Wealth Advisors's BAX Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Baxter International (BAX) in Q1 2026: 235 shares worth $3.95K. The stake represents ﹤0.01% of the portfolio and ranks #1476 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in BAX as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in BAX in Q2 2025 and has held it in 2 quarters since. The position peaked at $5.83K in Q2 2025. 658 funds tracked by Wall St. Rank hold BAX as of Q1 2026.

  • Twin Peaks Wealth Advisors held 235 shares of Baxter International worth $3.95K as of Q1 2026.
  • Baxter International was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Baxter International made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1476 holding.
  • Twin Peaks Wealth Advisors first reported a position in Baxter International in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Baxter International position peaked at $5.83K in Q2 2025.
  • 658 funds tracked by Wall St. Rank held Baxter International as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.