Baron Wealth Management LLC Reduced Holdings in Q3 2025

Baron Wealth Management LLC

  • $302 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HEI
Heico Corp

Industrials
-962
- 27.48%
$304.5 - $337.56 $293K - $325K
2.54K $820M
NOW
Service Now, Inc.

Technology
-207
- 21.7%
$850.86 - $1044.69 $176K - $216K
747 $687M
NFLX
Netflix Inc

Communication Services
-84
- 6.3%
$1147.87 - $1297.18 $96.4K - $109K
1.25K $1.5B
F
Ford Motor CO

Consumer Cyclical
-33.3K
- 22.51%
$10.82 - $12.09 $361K - $403K
115K $1.37B
SPGI
S&P Global Inc.

Financial Services
-266
- 12.23%
$484.94 - $564.15 $129K - $150K
1.91K $929M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-50K
- 8.87%
$11.64 - $15.79 $582K - $790K
514K $7.54B
MSFT
Microsoft Corp

Technology
-772
- 7.65%
$491.09 - $535.64 $379K - $414K
9.33K $4.83B
AMZN
Amazon Com Inc

Consumer Cyclical
-839
- 6.09%
$211.65 - $238.24 $178K - $200K
12.9K $2.84B
V
Visa Inc.

Financial Services
-313
- 7.03%
$332.09 - $358.86 $104K - $112K
4.14K $1.41B
DIS
Walt Disney CO

Communication Services
-1.08K
- 33.47%
$112.25 - $124.0 $121K - $134K
2.14K $245M
VRSK
Verisk Analytics, Inc.

Industrials
-57
- 2.54%
$242.3 - $312.95 $13.8K - $17.8K
2.19K $551M
Rb Global Inc
-1.36K
- 27.64%
N/A
3.56K $386M
ZTS
Zoetis Inc.

Healthcare
-767
- 30.72%
$141.13 - $159.19 $108K - $122K
1.73K $253M
CTAS
Cintas Corp

Industrials
-355
- 12.07%
$199.29 - $226.27 $70.7K - $80.3K
2.59K $531M
COST
Costco Wholesale Corp

Consumer Defensive
-105
- 25.49%
$915.95 - $994.57 $96.2K - $104K
307 $284M
CRM
Salesforce, Inc.

Technology
-62
- 2.13%
$231.66 - $273.65 $14.4K - $17K
2.85K $675M
ALL
Allstate Corp

Financial Services
-666
- 30.11%
$192.0 - $214.65 $128K - $143K
1.55K $332M
ABT
Abbott Laboratories

Healthcare
-677
- 11.77%
$120.51 - $136.62 $81.6K - $92.5K
5.07K $679M
SAP
Sap Se

Technology
-62
- 3.47%
$252.42 - $311.93 $15.7K - $19.3K
1.72K $460M
PAYX
Paychex Inc

Industrials
-91
- 2.46%
$126.69 - $147.99 $11.5K - $13.5K
3.61K $458M
PGR
Progressive Corp

Financial Services
-235
- 21.15%
$238.61 - $264.3 $56.1K - $62.1K
876 $216M
BSX
Boston Scientific Corp

Healthcare
-433
- 11.87%
$97.03 - $108.14 $42K - $46.8K
3.21K $314M
KR
Kroger CO

Consumer Defensive
-791
- 19.79%
$64.52 - $74.35 $51K - $58.8K
3.21K $216M
CB
Chubb LTD

Financial Services
-178
- 8.4%
$265.99 - $289.59 $47.3K - $51.5K
1.94K $548M
PANW
Palo Alto Networks Inc

Technology
-303
- 15.47%
$167.06 - $208.19 $50.6K - $63.1K
1.66K $337M
ON
On Semiconductor Corp

Technology
-618
- 8.28%
$46.98 - $62.45 $29K - $38.6K
6.84K $337M
HLN
Haleon PLC

Healthcare
-3.07K
- 18.38%
$8.72 - $10.35 $26.8K - $31.8K
13.6K $122M
INTU
Intuit Inc

Technology
-23
- 7.28%
$646.03 - $807.39 $14.9K - $18.6K
293 $200M
AIG
American International Group, Inc.

Financial Services
-282
- 8.71%
$76.34 - $85.87 $21.5K - $24.2K
2.96K $232M
PG
Procter & Gamble CO

Consumer Defensive
-63
- 1.05%
$150.47 - $161.22 $9.48K - $10.2K
5.92K $909M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-433
- 13.43%
$100.16 - $100.7 $43.4K - $43.6K
2.79K $281M
WST
West Pharmaceutical Services Inc

Healthcare
-422
- 26.41%
$210.08 - $279.1 $88.7K - $118K
1.18K $309M
FFIN
First Financial Bankshares Inc

Financial Services
-616
- 9.16%
$33.62 - $37.98 $20.7K - $23.4K
6.11K $206M
ICE
Intercontinental Exchange, Inc.

Financial Services
-29
- 1.47%
$167.28 - $188.45 $4.85K - $5.47K
1.95K $328M
ADP
Automatic Data Processing Inc

Industrials
-45
- 3.43%
$288.69 - $310.94 $13K - $14K
1.27K $372M
BR
Broadridge Financial Solutions, Inc.

Technology
-112
- 9.55%
$233.75 - $266.89 $26.2K - $29.9K
1.06K $253M
MMM
3 M CO

Industrials
-230
- 7.88%
$144.41 - $160.2 $33.2K - $36.8K
2.69K $417M
MFC
Manulife Financial Corp

Financial Services
-471
- 3.73%
$29.9 - $32.34 $14.1K - $15.2K
12.1K $378M
ICL
Icl Group Ltd.

Basic Materials
-811
- 2.66%
$5.93 - $7.31 $4.81K - $5.93K
29.6K $186M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-112
- 5.56%
$459.11 - $506.91 $51.4K - $56.8K
1.9K $957M
NFBK
Northfield Bancorp, Inc.

Financial Services
-1.89K
- 14.87%
$10.4 - $12.22 $19.6K - $23.1K
10.8K $128M
CRWD
Crowd Strike Holdings, Inc.

Technology
-8
- 1.07%
$412.46 - $514.1 $3.3K - $4.11K
737 $361M
DHR
Danaher Corp

Healthcare
-88
- 3.26%
$181.46 - $212.2 $16K - $18.7K
2.61K $518M
APD
Air Products & Chemicals, Inc.

Basic Materials
-26
- 3.13%
$265.78 - $299.3 $6.91K - $7.78K
804 $219M
GWRE
Guidewire Software, Inc.

Technology
-22
- 1.38%
$207.82 - $261.88 $4.57K - $5.76K
1.58K $363M
IBM
International Business Machines Corp

Technology
-4
- 0.49%
$234.77 - $292.47 $939 - $1.17K
814 $230M
SXC
Sun Coke Energy, Inc.

Basic Materials
-8
- 0.04%
$7.23 - $8.83 $57.8 - $70.6
18.3K $150M
Linde PLC
-35
- 2.13%
N/A
1.61K $763M
CVAC
Cure Vac N.V.

Healthcare
-480
- 2.44%
$5.34 - $5.51 $2.56K - $2.64K
19.2K $104M
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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