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Whipplewood Advisors’s Baxter International BAX Stock Holding History

Whipplewood 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
2025
Q3 		– Sell
-29
Closed -$878 – 378
2025
Q2 		$878 Sell
29
-1,808
-98% -$54.8K ﹤0.01% 1038
2025
Q1 		$1.88K Buy
1,837
+1,467
+396% +$48K ﹤0.01% 900
2024
Q4 		$10.8K Buy
+370
New +$12.5K 0.01% 547

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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
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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

Whipplewood Advisors's BAX Position: Q3 2025 in Review

Whipplewood Advisors sold out of Baxter International (BAX) in Q3 2025, closing a stake of 29 shares — an estimated $878 sold.

Whipplewood Advisors first reported a position in BAX in Q4 2024 and held it in 3 quarters. The position peaked at $10.8K in Q4 2024. 734 funds tracked by Wall St. Rank hold BAX as of Q3 2025.

  • Whipplewood Advisors reported no remaining Baxter International position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 29 Baxter International shares in Q3 2025, an estimated $878.
  • Whipplewood Advisors first reported a position in Baxter International in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Baxter International position peaked at $10.8K in Q4 2024.
  • 734 funds tracked by Wall St. Rank held Baxter International as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.