Baron Wealth Management LLC Reduced Holdings in Q4 2025

Baron Wealth Management LLC

  • $325 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-21.8K
- 10.27%
$114.27 - $121.15 $2.49M - $2.64M
191K $22.9B
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-200K
- 38.91%
$12.5 - $18.02 $2.5M - $3.6M
314K $6.19B
TSLA
Tesla, Inc.

Consumer Cyclical
-648
- 17.24%
$401.99 - $468.37 $260K - $304K
3.11K $1.4B
CTAS
Cintas Corp

Industrials
-1.19K
- 45.81%
$182.04 - $203.64 $216K - $241K
1.4K $264M
VEEV
Veeva Systems Inc

Healthcare
-120
- 4.9%
$283.73 - $306.22 $34K - $36.7K
2.33K $519M
TYL
Tyler Technologies Inc

Technology
-214
- 13.54%
$460.81 - $518.69 $98.6K - $111K
1.37K $621M
CL
Colgate Palmolive CO

Consumer Defensive
-2.27K
- 39.34%
$74.98 - $79.86 $170K - $182K
3.51K $277M
FAST
Fastenal CO

Industrials
-18
- 0.09%
$40.45 - $48.17 $728 - $867
20.3K $813M
META
Meta Platforms, Inc.

Communication Services
-86
- 5.2%
$609.01 - $751.67 $52.4K - $64.6K
1.57K $1.03B
PAYX
Paychex Inc

Industrials
-820
- 22.69%
$111.08 - $128.59 $91.1K - $105K
2.79K $313M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-3
- 0.12%
$163.25 - $220.55 $490 - $662
2.45K $408M
ICL
Icl Group Ltd.

Basic Materials
-19.3K
- 65.08%
$5.46 - $6.84 $105K - $132K
10.4K $59.5M
CSGP
Costar Group, Inc.

Real Estate
-17
- 0.24%
$67.23 - $84.8 $1.14K - $1.44K
7.14K $480M
Linde PLC
-99
- 6.16%
N/A
1.51K $643M
SO
Southern CO

Utilities
-1.02K
- 25.56%
$90.58 - $99.72 $92.2K - $102K
2.97K $259M
UI
Ubiquiti Inc.

Technology
-9
- 0.95%
$557.65 - $787.18 $5.02K - $7.08K
938 $519M
VO
Vanguard Mid Cap ETF

ETFs
-318
- 13.13%
$286.27 - $296.23 $91K - $94.2K
2.1K $611M
MO
Altria Group, Inc.

Consumer Defensive
-1
- 0.01%
$56.38 - $66.65 $56.4 - $66.7
10.3K $592M
ICE
Intercontinental Exchange, Inc.

Financial Services
-422
- 21.67%
$145.59 - $162.64 $61.4K - $68.6K
1.53K $247M
PAYC
Paycom Software, Inc.

Technology
-43
- 3.11%
$162.15 - $206.86 $6.97K - $8.89K
1.34K $214M
PG
Procter & Gamble CO

Consumer Defensive
-61
- 1.03%
$145.5 - $153.18 $8.88K - $9.34K
5.85K $839M
DUK
Duke Energy Corp

Utilities
-367
- 10.15%
$121.57 - $129.03 $44.6K - $47.4K
3.25K $381M
LII
Lennox International Inc

Industrials
-68
- 9.59%
$471.5 - $554.58 $32.1K - $37.7K
641 $311M
MSI
Motorola Solutions, Inc.

Technology
-33
- 4.87%
$379.98 - $462.26 $12.5K - $15.3K
645 $247M
SAP
Sap Se

Technology
-80
- 4.64%
$238.9 - $280.46 $19.1K - $22.4K
1.64K $399M
RMD
Resmed Inc

Healthcare
-42
- 2.72%
$244.46 - $283.36 $10.3K - $11.9K
1.5K $362M
COST
Costco Wholesale Corp

Consumer Defensive
-45
- 14.66%
$910.94 - $954.99 $41K - $43K
262 $226M
ROL
Rollins Inc

Consumer Cyclical
-1.12K
- 12.04%
$53.87 - $59.67 $60.4K - $66.9K
8.2K $492M
WRB
Berkley W R Corp

Financial Services
-184
- 2.87%
$71.34 - $78.46 $13.1K - $14.4K
6.22K $436M
GWW
W.W. Grainger, Inc.

Industrials
-67
- 20.0%
$926.21 - $979.0 $62.1K - $65.6K
268 $270M
FBP
First Bancorp

Financial Services
-1.25K
- 8.09%
$19.25 - $22.13 $24K - $27.6K
14.2K $294M
GWRE
Guidewire Software, Inc.

Technology
-3
- 0.19%
$215.32 - $254.23 $646 - $763
1.58K $317M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-142
- 11.61%
$176.58 - $207.02 $25.1K - $29.4K
1.08K $201M
Bk Technologies Corporation
-146
- 4.42%
N/A
3.16K $235M
BR
Broadridge Financial Solutions, Inc.

Technology
-112
- 10.56%
$217.49 - $236.9 $24.4K - $26.5K
949 $212M
ECL
Ecolab Inc.

Basic Materials
-57
- 2.63%
$253.06 - $281.35 $14.4K - $16K
2.11K $553M
CVX
Chevron Corp

Energy
-150
- 2.63%
$148.9 - $157.72 $22.3K - $23.7K
5.55K $846M
MEDP
Medpace Holdings, Inc.

Healthcare
-120
- 15.75%
$501.22 - $605.2 $60.1K - $72.6K
642 $361M
CVAC
Cure Vac N.V.

Healthcare
-2.55K
- 13.26%
$5.21 - $5.45 $13.3K - $13.9K
16.7K $75.3M
CRM
Salesforce, Inc.

Technology
-397
- 13.93%
$235.69 - $263.41 $93.6K - $105K
2.45K $650M
MCK
Mckesson Corp

Healthcare
-60
- 10.22%
$738.06 - $859.37 $44.3K - $51.6K
527 $432M
Rb Global Inc
-8
- 0.22%
N/A
3.55K $365M
VMC
Vulcan Materials CO

Basic Materials
-4
- 0.51%
$280.58 - $309.07 $1.12K - $1.24K
775 $221M
ADT
Adt Inc.

Industrials
-1.26K
- 10.92%
$8.08 - $8.84 $10.2K - $11.2K
10.3K $83.2M
BSX
Boston Scientific Corp

Healthcare
-95
- 2.96%
$94.95 - $104.98 $9.02K - $9.97K
3.12K $297M
BPOP
Popular, Inc.

Financial Services
-29
- 0.81%
$109.24 - $127.05 $3.17K - $3.68K
3.57K $444M
CME
Cme Group Inc.

Financial Services
-13
- 1.41%
$261.53 - $285.04 $3.4K - $3.71K
911 $249M
HEI
Heico Corp

Industrials
-4
- 0.16%
$306.83 - $330.64 $1.23K - $1.32K
2.54K $820M
ENSG
Ensign Group, Inc

Healthcare
-2
- 0.09%
$173.93 - $189.93 $348 - $380
2.31K $402M
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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