Baron Wealth Management LLC Sells in Q3 2025

Baron Wealth Management LLC

  • $302 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
-70
- 4.36%
$291.67 - $316.99 $20.4K - $22.2K
1.53K $466M
SCHW
Schwab Charles Corp

Financial Services
-180
- 4.56%
$91.03 - $98.69 $16.4K - $17.8K
3.77K $360M
SHEL
Shell PLC

Energy
-41
- 0.86%
$69.82 - $73.93 $2.86K - $3.03K
4.75K $340M
WRB
Berkley W R Corp

Financial Services
-185
- 2.81%
$67.78 - $76.62 $12.5K - $14.2K
6.4K $491M
PRDO
Perdoceo Education Corp

Consumer Defensive
-650
- 9.34%
$28.08 - $37.66 $18.3K - $24.5K
6.31K $238M
CSX
Csx Corp

Industrials
-179
- 2.48%
$32.05 - $36.52 $5.74K - $6.54K
7.05K $250M
GHC
Graham Holdings CO

Consumer Defensive
-31
- 13.96%
$882.65 - $1184.8 $27.4K - $36.7K
191 $225M
TRV
Travelers Companies, Inc.

Financial Services
-38
- 1.57%
$250.62 - $279.43 $9.52K - $10.6K
2.38K $666M
NEE
Nextera Energy Inc

Utilities
-154
- 2.66%
$69.77 - $77.54 $10.7K - $11.9K
5.65K $426M
SONY
Sony Group Corp

Technology
-837
- 4.71%
$23.92 - $30.07 $20K - $25.2K
16.9K $487M
MU
Micron Technology Inc

Technology
-340
- 17.19%
$104.88 - $168.89 $35.7K - $57.4K
1.64K $274M
APH
Amphenol Corp

Technology
-266
- 8.85%
$97.39 - $125.4 $25.9K - $33.4K
2.74K $339M
SIG
Signet Jewelers LTD

Consumer Cyclical
-6
- 0.22%
$74.31 - $96.87 $446 - $581
2.78K $267M
ASML
Asml Holding Nv

Technology
-17
- 4.43%
$689.63 - $968.09 $11.7K - $16.5K
367 $355M
NGD
New Gold Inc.

Basic Materials
-52
- 0.21%
$4.13 - $7.18 $215 - $373
24.3K $174M
IDXX
Idexx Laboratories Inc

Healthcare
-9
- 1.17%
$514.61 - $682.78 $4.63K - $6.15K
758 $484M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.19K
- 23.97%
$293.94 - $444.72 $348K - $527K
3.76K $1.67B
STRL
Sterling Construction CO Inc

Industrials
-300
- 14.27%
$222.54 - $371.84 $66.8K - $112K
1.8K $612M
NVDA
Nvidia Corp

Technology
-3.04K
- 12.49%
$153.3 - $186.58 $465K - $566K
21.3K $3.97B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-54
- 1.98%
$224.68 - $282.71 $12.1K - $15.3K
2.68K $748M
GOOG
Alphabet Inc.

Communication Services
-451
- 8.94%
$175.16 - $255.24 $79K - $115K
4.59K $1.12B
SPY
Spdr S&P 500 ETF Trust

ETFs
-131
- 1.51%
$617.65 - $666.84 $80.9K - $87.4K
8.53K $5.68B
GOOGL
Alphabet Inc.

Communication Services
-331
- 4.74%
$174.36 - $254.72 $57.7K - $84.3K
6.65K $1.62B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.14K
- 0.54%
$108.46 - $120.63 $124K - $138K
213K $25.3B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.35K
- 1.51%
$182.33 - $194.5 $792K - $845K
284K $55.2B
Activity Summary
Buys All Purchases 151 New Holdings 26 Increased Positions 125 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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