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Wealth Alliance’s Baxter International BAX Stock Holding History

Wealth Alliance’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
Q3 		– Sell
-18,773
Closed -$568K – 557
2025
Q2 		$568K Buy
18,773
+1,428
+8% +$43.3K 0.06% 271
2025
Q1 		$594K Buy
+17,345
New +$567K 0.07% 242
2024
Q4 		– Sell
-14,966
Closed -$568K – 497
2024
Q3 		$568K Buy
14,966
+2,535
+20% +$93.1K 0.07% 247
2024
Q2 		$416K Sell
12,431
-1,475
-11% -$54.4K 0.05% 290
2024
Q1 		$594K Buy
13,906
+989
+8% +$40.2K 0.08% 241
2023
Q4 		$499K Sell
12,917
-298
-2% -$10.5K 0.07% 258
2023
Q3 		$499K Sell
13,215
-1,879
-12% -$80K 0.08% 240
2023
Q2 		$688K Sell
15,094
-173
-1% -$7.53K 0.1% 198
2023
Q1 		$619K Buy
15,267
+3,124
+26% +$132K 0.1% 209
2022
Q4 		$619K Sell
12,143
-3,844
-24% -$206K 0.11% 201
2022
Q3 		$861K Buy
15,987
+11,661
+270% +$702K 0.17% 135
2022
Q2 		$278K Sell
4,326
-7,746
-64% -$562K 0.05% 342
2022
Q1 		$936K Buy
12,072
+2,113
+21% +$177K 0.19% 126
2021
Q4 		$855K Buy
9,959
+3,938
+65% +$317K 0.17% 131
2021
Q3 		$484K Buy
6,021
+800
+15% +$63.2K 0.11% 210
2021
Q2 		$420K Buy
5,221
+151
+3% +$12.7K 0.1% 237
2021
Q1 		$428K Buy
+5,070
New +$403K 0.12% 204

Other funds holding BAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Wealth Alliance's BAX Position: Q3 2025 in Review

Wealth Alliance sold out of Baxter International (BAX) in Q3 2025, closing a stake of 18,773 shares — an estimated $568K sold.

Wealth Alliance first reported a position in BAX in Q1 2021 and held it in 17 quarters. The position peaked at $936K in Q1 2022. 732 funds tracked by Wall St. Rank hold BAX as of Q3 2025.

  • Wealth Alliance reported no remaining Baxter International position as of Q3 2025 after selling out during the quarter.
  • Wealth Alliance sold 18,773 Baxter International shares in Q3 2025, an estimated $568K.
  • Wealth Alliance first reported a position in Baxter International in Q1 2021 and held it in 17 quarters.
  • Wealth Alliance's Baxter International position peaked at $936K in Q1 2022.
  • 732 funds tracked by Wall St. Rank held Baxter International as of Q3 2025.

Based on Wealth Alliance's 13F filing for Q3 2025, filed 7 Nov 2025.