INSPIRION WEALTH ADVISORS, LLC BAX — BAXTER INTL INC

Ownership history in INSPIRION WEALTH ADVISORS, LLC  ·  51 quarters on record

AI Ownership Summary

INSPIRION WEALTH ADVISORS, LLC reported BAXTER INTL INC (BAX) in 51 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.17% in 2024 Q1. The latest visible filing shows BAX at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INSPIRION WEALTH ADVISORS, LLC's position in BAXTER INTL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BAX was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BAX stock page INSPIRION WEALTH ADVISORS, LLC fund profile INSPIRION WEALTH ADVISORS, LLC full holdings
How INSPIRION WEALTH ADVISORS, LLC held BAX — position size vs. price
% of Fund (quarterly)    BAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 13 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 49,220 +27,220 +123.7% 0.12% $1.1M 2026-07-07 $22.86
2026 Q1 REDUCED 53.8% +31.1% ❌ 22,000 -25,659 -53.8% 0.05% $370K 2026-04-08 $17.23
2026 Q1 ADDED — — — 47,659 +2,646 +5.9% 0.10% $801K 2026-04-08 $17.23
2025 Q4 ADDED — — — 45,013 +19,520 +76.6% 0.11% $860K 2026-01-09 $21.05
2025 Q3 ADDED — — — 25,493 +2,548 +11.1% 0.14% $968K 2025-10-06 $23.11
2025 Q2 ADDED — — — 22,945 +1,787 +8.4% 0.09% $695K 2025-07-09 $29.56
2025 Q1 ADDED — — — 21,158 +19,058 +907.5% 0.10% $724K 2025-04-09 $30.32
2024 Q4 REDUCED 89.6% +18.0% ❌ 2,100 -18,148 -89.6% 0.01% $62K 2025-01-15 $29.64
2024 Q4 REDUCED 20.6% +18.0% ❌ 20,248 -5,245 -20.6% 0.08% $599K 2025-01-15 $29.64
2024 Q3 ADDED — — — 25,493 +25,293 +12646.5% 0.14% $968K 2024-10-04 $35.46
2024 Q3 REDUCED 99.1% -24.2% ✅ 200 -23,084 -99.1% 0.00% $8K 2024-10-04 $35.46
2024 Q2 REDUCED — — — 23,284 -428 -1.8% 0.12% $779K 2024-07-12 $34.22
2024 Q1 REDUCED — — — 23,712 -1,147 -4.6% 0.17% $1.0M 2024-04-12 $38.73
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BAX

As of 2026 Q2 — sorted by position size

QSM Asset Management Ltd 6.35% GREENHAVEN ASSOCIATES INC 3Y 7Y 3.52% O'Keefe Stevens Advisory, Inc. 3Y 7Y 2.94% RWC Asset Management LLP 3Y 7Y 2.69% CONTINENTAL ADVISORS LLC 3Y 7Y 2.22% Olstein Capital Management, L.P. 3Y 7Y 1.7% Lipe & Dalton 3Y 7Y 1.65% Arnhold LLC 3Y 7Y 0.94% Avantra Family Wealth, Inc. 0.7% Auto-Owners Insurance Co 3Y 0.51%

FAQ About INSPIRION WEALTH ADVISORS, LLC and BAX

These are the practical questions this page is built to answer before you even open the full history table.

How long has INSPIRION WEALTH ADVISORS, LLC reported owning BAX?

INSPIRION WEALTH ADVISORS, LLC reported BAX across 13 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BAX position in INSPIRION WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for BAX was 0.17% in 2024 Q1.

What is the latest reported BAX position on this page?

The most recent filing on this page is 2026 Q2, when INSPIRION WEALTH ADVISORS, LLC reported 49,220 shares, equal to 0.12% of portfolio, with an estimated market value of $1.1M.

What does the chart on this BAX ownership page compare?

The chart compares INSPIRION WEALTH ADVISORS, LLC's quarterly BAX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did INSPIRION WEALTH ADVISORS, LLC time their BAX position?

Based on 13F filing dates vs. subsequent BAX price moves, INSPIRION WEALTH ADVISORS, LLC correctly timed 20 out of 48 reported position changes (42%). The annualised alpha on BAX relative to SPY over the holding period was -14.6%.

← Back to INSPIRION WEALTH ADVISORS, LLC Holdings