Baron Wealth Management LLC Purchases and Sells in Q2 2025

Baron Wealth Management LLC

$282 Billion
Q2 2025

Top Buys

Incresed Positions

94 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MFS ACTIVE EXCHANGE TRADED F	456K + 97.46%	N/A	924K $26.3B
FLQH	328K + 93.77%	N/A	679K $24.2B
SDVY	65.8K + 264.7%	$29.52 - $35.31 $1.94M - $2.32M	90.7K $3.2B
NVDA	6.49K + 36.4%	$94.31 - $157.99 $612K - $1.03M	24.3K $3.84B
MSFT	1.39K + 15.99%	$354.56 - $497.45 $494K - $692K	10.1K $5.02B
AMZN	2.35K + 20.53%	$167.32 - $223.3 $393K - $524K	13.8K $3.02B

New Holdings

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RRR	14.9K New	$37.6 - $52.03 $560K - $775K	14.9K $775M
PENN	36.4K New	$13.75 - $18.28 $500K - $665K	36.4K $650M
FIDELITY COVINGTON TRUST	11.4K New	N/A	11.4K $423M
UI	927 New	$273.45 - $456.69 $253K - $423K	927 $382M
SU	9.98K New	$31.54 - $41.04 $315K - $410K	9.98K $374M
PM	1.76K New	$149.23 - $184.95 $263K - $326K	1.76K $321M

Top Sells

Reduced Positions

77 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-876 - 2.73%	$172.42 - $223.89 $151K - $196K	31.2K $6.41B
IJR	-15.2K - 6.62%	$90.56 - $109.49 $1.37M - $1.66M	214K $23.4B
JNJ	-2.28K - 17.32%	$146.36 - $159.82 $334K - $364K	10.9K $1.66B
XOM	-3.6K - 53.62%	$99.93 - $119.04 $360K - $429K	3.12K $336M
UNH	-473 - 31.83%	$274.35 - $599.47 $130K - $284K	1.01K $316M
TMO	-483 - 42.97%	$390.26 - $489.06 $188K - $236K	641 $260M

Activity Summary All Purchases 154 New Holdings 60 Increased Positions 94 All Sells 77 Reductions 77 Sold out 0 Calls 0 Puts 0

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