Baron Wealth Management LLC Purchases in Q4 2025

Baron Wealth Management LLC

  • $325 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ATKR
Atkore Inc.

Industrials
3.32K
New
$61.61 - $70.0 $205K - $232K
3.32K $210M
MU
Micron Technology Inc

Technology
51
+ 3.11%
$181.6 - $253.3 $9.26K - $12.9K
1.69K $482M
ABC
Amerisourcebergen Corp

Healthcare
605
New
N/A
605 $204M
MS
Morgan Stanley

Financial Services
598
+ 11.36%
$151.86 - $169.92 $90.8K - $102K
5.86K $1.04B
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
9.52K
New
$12.44 - $16.02 $118K - $152K
9.52K $202M
SNCY
Sun Country Airlines Holdings, Inc.

Industrials
13.1K
New
$10.61 - $12.71 $139K - $167K
13.1K $189M
CAT
Caterpillar Inc

Industrials
84
+ 6.24%
$480.82 - $585.49 $40.4K - $49.2K
1.43K $819M
DHR
Danaher Corp

Healthcare
405
+ 15.49%
$202.46 - $223.01 $82K - $90.3K
3.02K $691M
GE
General Electric CO

Industrials
524
+ 54.93%
$291.49 - $314.28 $153K - $165K
1.48K $455M
WFC
Wells Fargo & Company

Financial Services
817
+ 8.93%
$77.62 - $87.3 $63.4K - $71.3K
9.97K $929M
CTVA
Corteva, Inc.

Basic Materials
2.38K
+ 37.73%
$61.0 - $66.48 $145K - $158K
8.7K $583M
CSCO
Cisco Systems, Inc.

Technology
848
+ 8.2%
$67.46 - $78.0 $57.2K - $66.1K
11.2K $862M
C
Citigroup Inc

Financial Services
848
+ 25.2%
$93.93 - $102.87 $79.7K - $87.2K
4.21K $492M
BWA
Borgwarner Inc

Consumer Cyclical
2.74K
+ 11.84%
$41.21 - $46.01 $113K - $126K
25.8K $1.16B
MRK
Merck & Co., Inc.

Healthcare
785
+ 25.7%
$82.49 - $92.93 $64.8K - $73K
3.84K $404M
ABBV
Abb Vie Inc.

Healthcare
663
+ 37.29%
$211.96 - $244.38 $141K - $162K
2.44K $558M
SPY
Spdr S&P 500 ETF Trust

ETFs
11
+ 0.13%
$653.02 - $687.39 $7.18K - $7.56K
8.54K $5.82B
AXP
American Express CO

Financial Services
286
+ 34.75%
$316.26 - $372.77 $90.5K - $107K
1.11K $410M
XOM
Exxon Mobil Corp

Energy
866
+ 20.5%
$110.64 - $119.78 $95.8K - $104K
5.09K $613M
AGNC
Agnc Investment Corp.

Real Estate
12.6K
New
$9.88 - $10.34 $125K - $130K
12.6K $135M
EBS
Emergent Bio Solutions Inc.

Healthcare
10.8K
New
$9.07 - $12.84 $97.8K - $138K
10.8K $133M
GILD
Gilead Sciences, Inc.

Healthcare
297
+ 3.67%
$110.56 - $125.2 $32.8K - $37.2K
8.39K $1.03B
ADI
Analog Devices Inc

Technology
46
+ 0.99%
$225.32 - $246.37 $10.4K - $11.3K
4.71K $1.28B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
208
+ 7.77%
$280.66 - $305.09 $58.4K - $63.5K
2.89K $877M
KMT
Kennametal Inc

Industrials
1.84K
+ 18.98%
$20.45 - $27.78 $37.6K - $51.1K
11.5K $328M
BTEGF
Baytex Energy Corp.

Energy
38.5K
New
N/A
38.5K $124M
TMO
Thermo Fisher Scientific Inc.

Healthcare
97
+ 13.51%
$524.58 - $588.02 $50.9K - $57K
815 $472M
MDT
Medtronic PLC

Healthcare
1.26K
+ 40.92%
$90.06 - $98.43 $113K - $124K
4.33K $416M
GTX
Garrett Motion Inc.

Consumer Cyclical
1.57K
+ 6.31%
$12.49 - $17.55 $19.6K - $27.6K
26.4K $461M
CGAU
Centerra Gold Inc.

Basic Materials
2.54K
+ 10.85%
$10.83 - $12.68 $27.5K - $32.2K
26K $373M
ZTS
Zoetis Inc.

Healthcare
1.24K
+ 71.39%
$118.8 - $147.53 $147K - $182K
2.97K $373M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.03K
+ 4.47%
$18.04 - $21.83 $18.6K - $22.5K
24.1K $561M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.17K
+ 41.81%
$100.33 - $100.69 $117K - $118K
3.96K $397M
JCI
Johnson Controls International PLC

Industrials
588
+ 14.94%
$105.55 - $122.66 $62.1K - $72.1K
4.53K $542M
WU
Western Union CO

Financial Services
11.5K
New
$7.93 - $9.54 $91.2K - $110K
11.5K $107M
GS
Goldman Sachs Group Inc

Financial Services
53
+ 8.09%
$744.6 - $838.97 $39.5K - $44.5K
708 $623M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.93K
+ 21.97%
$34.7 - $37.35 $66.8K - $71.9K
10.7K $407M
PBYI
Puma Biotechnology, Inc.

Healthcare
13.6K
+ 62.59%
$4.73 - $5.95 $64.4K - $81.1K
35.4K $211M
VOD
Vodafone Group Public LTD CO

Communication Services
1.4K
+ 2.96%
$11.17 - $12.67 $15.7K - $17.8K
48.8K $644M
Teekay Corporation LTD
10.5K
New
N/A
10.5K $94.6M
MMM
3 M CO

Industrials
508
+ 18.9%
$148.75 - $171.6 $75.6K - $87.2K
3.2K $512M
VIG
Vanguard Dividend Appreciation

ETFs
83
+ 0.45%
N/A
18.5K $4.08B
KGC
Kinross Gold Corp

Basic Materials
640
+ 2.99%
$22.47 - $27.58 $14.4K - $17.7K
22.1K $621M
CB
Chubb LTD

Financial Services
96
+ 4.95%
$268.2 - $296.22 $25.7K - $28.4K
2.04K $636M
Celestica Inc
59
+ 4.13%
N/A
1.49K $440M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
31
+ 0.11%
$33.18 - $38.64 $1.03K - $1.2K
27.4K $1.06B
BAC
Bank Of America Corp

Financial Services
830
+ 7.18%
$48.65 - $54.11 $40.4K - $44.9K
12.4K $682M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
1.29K
+ 23.27%
$52.81 - $55.35 $68.3K - $71.6K
6.85K $381M
IVW
Ishares S&P 500 Growth ETF

ETFs
16
+ 0.06%
$118.29 - $126.28 $1.89K - $2.02K
28.8K $3.55B
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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