JTBR
BAX icon

James T. Borello RIA’s Baxter International BAX Stock Holding History

James T. Borello RIA’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 		$6.43K Buy
268
+3
+1% +$74 ﹤0.01% 718
2026
Q2 		$5.65K Buy
265
+204
+334% +$3.8K ﹤0.01% 752
2026
Q1 		$1.02K Buy
61
+11
+22% +$213 ﹤0.01% 1009
2025
Q4 		$956 Sell
50
-211
-81% -$4.22K ﹤0.01% 878
2025
Q3 		$5.94K Buy
+261
New +$6.62K ﹤0.01% 408

Other funds holding BAX

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
GHC
Great Hill Capital New York $1.56B AUM 6.62% 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
LD
Lipe & Dalton Syracuse, New York $216M AUM 27.72% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
KPPF
Klein Pavlis & Peasley Financial Irvine, California $198M AUM 23.77% 1-Year Est. Return

James T. Borello RIA's BAX Position: Q3 2026 in Review

James T. Borello RIA increased its Baxter International (BAX) stake by 1.1% in Q3 2026, buying an estimated $74 and bringing the position to 268 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

James T. Borello RIA first reported a position in BAX in Q3 2025 and has held it in 5 quarters since. 106 funds tracked by Wall St. Rank hold BAX as of Q3 2026.

  • James T. Borello RIA held 268 shares of Baxter International worth $6.43K as of Q3 2026.
  • James T. Borello RIA bought 3 Baxter International shares in Q3 2026, an estimated $74.
  • Baxter International made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #718 holding.
  • James T. Borello RIA first reported a position in Baxter International in Q3 2025 and has held it in 5 quarters since.
  • 106 funds tracked by Wall St. Rank held Baxter International as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.