Baron Wealth Management LLC Incresed Positions in Q4 2025

Baron Wealth Management LLC

  • $325 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ETR
Entergy Corp

Utilities
264
+ 10.86%
$93.4 - $97.65 $24.7K - $25.8K
2.7K $249M
CBT
Cabot Corp

Basic Materials
867
+ 22.85%
$59.33 - $75.6 $51.4K - $65.5K
4.66K $309M
UNH
Unitedhealth Group Inc

Healthcare
146
+ 7.57%
$320.52 - $369.92 $46.8K - $54K
2.07K $685M
ERIC
Ericsson Lm Telephone CO

Technology
193
+ 1.56%
$8.17 - $10.27 $1.58K - $1.98K
12.6K $121M
NAT
Nordic American Tankers LTD

Industrials
1.39K
+ 3.3%
N/A
43.6K $150M
IWM
Ishares Russell 2000 ETF

ETFs
10
+ 0.31%
$236.79 - $250.33 $2.37K - $2.5K
3.28K $807M
MSCI
Msci Inc.

Financial Services
24
+ 6.59%
$533.34 - $593.76 $12.8K - $14.3K
388 $223M
DIS
Walt Disney CO

Communication Services
150
+ 7.01%
$105.69 - $116.65 $15.9K - $17.5K
2.29K $261M
QCOM
Qualcomm Inc

Technology
48
+ 3.35%
$153.59 - $187.68 $7.37K - $9.01K
1.48K $253M
IWR
Ishares Russell Mid Cap ETF

ETFs
163
+ 1.83%
$94.02 - $97.61 $15.3K - $15.9K
9.05K $871M
AEM
Agnico Eagle Mines LTD

Basic Materials
59
+ 3.24%
$155.17 - $185.52 $9.16K - $10.9K
1.88K $319M
INTU
Intuit Inc

Technology
26
+ 8.87%
$641.79 - $683.39 $16.7K - $17.8K
319 $211M
ITW
Illinois Tool Works Inc

Industrials
95
+ 10.87%
$242.03 - $260.73 $23K - $24.8K
969 $239M
LYG
Lloyds Banking Group PLC

Financial Services
509
+ 5.02%
$4.42 - $5.03 $2.25K - $2.56K
10.6K $56.4M
SIGI
Selective Insurance Group Inc

Financial Services
24
+ 0.77%
$74.02 - $84.28 $1.78K - $2.02K
3.14K $263M
CSX
Csx Corp

Industrials
123
+ 1.74%
$34.88 - $36.67 $4.29K - $4.51K
7.18K $260M
IGF
Ishares Global Infrastructure

ETFs
94
+ 1.3%
$60.97 - $62.49 $5.73K - $5.87K
7.31K $449M
SBUX
Starbucks Corp

Consumer Cyclical
91
+ 2.73%
$78.46 - $87.26 $7.14K - $7.94K
3.43K $289M
UNP
Union Pacific Corp

Industrials
54
+ 4.15%
$216.37 - $237.41 $11.7K - $12.8K
1.35K $313M
THC
Tenet Healthcare Corp

Healthcare
52
+ 4.77%
$189.58 - $216.17 $9.86K - $11.2K
1.14K $227M
MFIN
Medallion Financial Corp

Financial Services
199
+ 1.81%
$9.3 - $10.16 $1.85K - $2.02K
11.2K $115M
DDS
Dillard'S, Inc.

Consumer Cyclical
9
+ 1.36%
$579.32 - $664.06 $5.21K - $5.98K
669 $406M
THO
Thor Industries Inc

Consumer Cyclical
23
+ 0.98%
$98.65 - $110.79 $2.27K - $2.55K
2.38K $244M
IBEX
Ibex LTD

Technology
312
+ 6.06%
$35.67 - $40.73 $11.1K - $12.7K
5.46K $208M
AFL
Aflac Inc

Financial Services
19
+ 0.44%
$105.7 - $115.01 $2.01K - $2.19K
4.34K $479M
ALL
Allstate Corp

Financial Services
28
+ 1.81%
$190.0 - $214.3 $5.32K - $6K
1.57K $328M
GHC
Graham Holdings CO

Consumer Defensive
7
+ 3.66%
$949.84 - $1161.41 $6.65K - $8.13K
198 $218M
PGR
Progressive Corp

Financial Services
7
+ 0.8%
$203.7 - $246.46 $1.43K - $1.73K
883 $201M
IMO
Imperial Oil LTD

Energy
16
+ 0.41%
$84.68 - $98.93 $1.35K - $1.58K
3.91K $337M
PANW
Palo Alto Networks Inc

Technology
71
+ 4.29%
$204.77 - $221.38 $14.5K - $15.7K
1.73K $318M
SYK
Stryker Corp

Healthcare
5
+ 0.4%
$353.81 - $388.35 $1.77K - $1.94K
1.25K $439M
PTC
Ptc Inc.

Technology
86
+ 6.04%
$173.93 - $205.87 $15K - $17.7K
1.51K $263M
BKE
Buckle Inc

Consumer Cyclical
149
+ 2.21%
$52.73 - $58.53 $7.86K - $8.72K
6.9K $369M
SIG
Signet Jewelers LTD

Consumer Cyclical
25
+ 0.9%
$92.31 - $106.0 $2.31K - $2.65K
2.81K $233M
SONY
Sony Group Corp

Technology
326
+ 1.93%
$27.71 - $30.26 $9.03K - $9.86K
17.3K $442M
ORCL
Oracle Corp

Technology
254
+ 22.62%
$217.57 - $313.0 $55.3K - $79.5K
1.38K $268M
MSFT
Microsoft Corp

Technology
538
+ 5.77%
$496.82 - $542.07 $267K - $292K
9.86K $4.77B
NOW
Service Now, Inc.

Technology
2.92K
+ 391.3%
$835.79 - $946.29 $2.44M - $2.77M
3.67K $562M
NFLX
Netflix Inc

Communication Services
11.3K
+ 903.84%
$110.29 - $1241.35 $1.25M - $14M
12.5K $1.18B
Activity Summary
Buys All Purchases 178 New Holdings 38 Increased Positions 140 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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