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Wealthspire Advisors (New York)’s Baxter International BAX Stock Holding History

Wealthspire Advisors (New York)’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
-6,370
Closed -$145K – 1209
2025
Q3 		$145K Buy
+6,370
New +$162K ﹤0.01% 898
2024
Q4 		– Sell
-5,716
Closed -$217K – 798
2024
Q3 		$217K Buy
+5,716
New +$210K ﹤0.01% 693
2024
Q2 		– Sell
-6,927
Closed -$296K – 668
2024
Q1 		$296K Sell
6,927
-1,173
-14% -$47.7K ﹤0.01% 520
2023
Q4 		$313K Sell
8,100
-78
-1% -$2.76K ﹤0.01% 514
2023
Q3 		$309K Buy
8,178
+3,054
+60% +$130K 0.01% 479
2023
Q2 		$234K Sell
5,124
-56
-1% -$2.44K ﹤0.01% 496
2023
Q1 		$210K Sell
5,180
-4,360
-46% -$185K ﹤0.01% 496
2022
Q4 		$486K Buy
9,540
+1,069
+13% +$57.4K 0.01% 371
2022
Q3 		$456K Buy
8,471
+211
+3% +$12.7K 0.01% 350
2022
Q2 		$531K Buy
8,260
+120
+1% +$8.71K 0.01% 305
2022
Q1 		$631K Sell
8,140
-1,412
-15% -$118K 0.01% 237
2021
Q4 		$820K Buy
9,552
+1,135
+13% +$91.4K 0.02% 255
2021
Q3 		$677K Buy
8,417
+1,736
+26% +$137K 0.01% 305
2021
Q2 		$538K Sell
6,681
-5,470
-45% -$459K 0.01% 219
2021
Q1 		$1.02M Buy
12,151
+1,431
+13% +$114K 0.02% 261
2020
Q4 		$860K Buy
10,720
+7,474
+230% +$592K 0.03% 223
2020
Q3 		$261K Buy
3,246
+131
+4% +$11K 0.02% 247
2020
Q2 		$268K Sell
3,115
-9,678
-76% -$843K 0.02% 221
2020
Q1 		$1.04M Buy
+12,793
New +$1.1M 0.04% 192
2019
Q1 		– Sell
-451
Closed -$30K – 119
2018
Q4 		$30K Buy
+451
New +$30.3K ﹤0.01% 256

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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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 $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (New York)'s BAX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Baxter International (BAX) in Q4 2025, closing a stake of 6,370 shares — an estimated $145K sold.

Wealthspire Advisors (New York) first reported a position in BAX in Q4 2018 and held it in 20 quarters. The position peaked at $1.04M in Q1 2020. 708 funds tracked by Wall St. Rank hold BAX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Baxter International position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 6,370 Baxter International shares in Q4 2025, an estimated $145K.
  • Wealthspire Advisors (New York) first reported a position in Baxter International in Q4 2018 and held it in 20 quarters.
  • Wealthspire Advisors (New York)'s Baxter International position peaked at $1.04M in Q1 2020.
  • 708 funds tracked by Wall St. Rank held Baxter International as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.