Baron Wealth Management LLC Sells in Q2 2025

Baron Wealth Management LLC

  • $282 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-876
- 2.73%
$172.42 - $223.89 $151K - $196K
31.2K $6.41B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-15.2K
- 6.62%
$90.56 - $109.49 $1.37M - $1.66M
214K $23.4B
JNJ
Johnson & Johnson

Healthcare
-2.28K
- 17.32%
$146.36 - $159.82 $334K - $364K
10.9K $1.66B
XOM
Exxon Mobil Corp

Energy
-3.6K
- 53.62%
$99.93 - $119.04 $360K - $429K
3.12K $336M
UNH
Unitedhealth Group Inc

Healthcare
-473
- 31.83%
$274.35 - $599.47 $130K - $284K
1.01K $316M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-483
- 42.97%
$390.26 - $489.06 $188K - $236K
641 $260M
CRM
Salesforce, Inc.

Technology
-841
- 22.41%
$236.26 - $291.15 $199K - $245K
2.91K $794M
CVX
Chevron Corp

Energy
-457
- 7.64%
$133.73 - $168.51 $61.1K - $77K
5.52K $791M
ABBV
Abb Vie Inc.

Healthcare
-677
- 29.14%
$170.16 - $206.27 $115K - $140K
1.65K $305M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-127
- 5.93%
$483.48 - $539.8 $61.4K - $68.6K
2.02K $979M
SHEL
Shell PLC

Energy
-1.36K
- 22.1%
$59.75 - $73.05 $81.3K - $99.3K
4.8K $338M
UNP
Union Pacific Corp

Industrials
-447
- 27.31%
$208.27 - $238.46 $93.1K - $107K
1.19K $274M
MAA
Mid America Apartment Communities Inc.

Real Estate
-454
- 22.54%
$145.91 - $168.0 $66.2K - $76.3K
1.56K $231M
GLOB
Globant S.A.

Technology
-275
- 9.87%
$87.63 - $140.36 $24.1K - $38.6K
2.51K $228M
ALC
Alcon Inc

Healthcare
-861
- 24.96%
$82.88 - $98.3 $71.4K - $84.6K
2.59K $229M
PG
Procter & Gamble CO

Consumer Defensive
-119
- 1.95%
$157.66 - $172.39 $18.8K - $20.5K
5.98K $952M
AFL
Aflac Inc

Financial Services
-556
- 11.79%
$99.77 - $112.45 $55.5K - $62.5K
4.16K $439M
APD
Air Products & Chemicals, Inc.

Basic Materials
-244
- 22.72%
$248.61 - $294.96 $60.7K - $72K
830 $234M
UNM
Unum Group

Financial Services
-823
- 20.11%
$70.48 - $82.91 $58K - $68.2K
3.27K $264M
WST
West Pharmaceutical Services Inc

Healthcare
-259
- 13.95%
$190.39 - $227.7 $49.3K - $59K
1.6K $350M
MLI
Mueller Industries Inc

Industrials
-914
- 23.5%
$68.45 - $79.6 $62.6K - $72.8K
2.98K $236M
SBUX
Starbucks Corp

Consumer Cyclical
-372
- 10.94%
$79.69 - $99.41 $29.6K - $37K
3.03K $277M
MCD
Mcdonalds Corp

Consumer Cyclical
-70
- 4.18%
$285.55 - $321.23 $20K - $22.5K
1.6K $469M
DHR
Danaher Corp

Healthcare
-121
- 4.29%
$174.64 - $205.16 $21.1K - $24.8K
2.7K $534M
MEDP
Medpace Holdings, Inc.

Healthcare
-166
- 17.89%
$277.23 - $315.28 $46K - $52.3K
762 $239M
HLN
Haleon PLC

Healthcare
-4.35K
- 20.65%
$9.27 - $11.41 $40.3K - $49.6K
16.7K $173M
CSGP
Costar Group, Inc.

Real Estate
-636
- 8.16%
$72.62 - $83.22 $46.2K - $52.9K
7.16K $576M
PLTK
Playtika Holding Corp.

Communication Services
-6.26K
- 26.64%
$4.51 - $5.44 $28.2K - $34.1K
17.3K $81.6M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-201
- 12.81%
$146.74 - $176.07 $29.5K - $35.4K
1.37K $222M
ITW
Illinois Tool Works Inc

Industrials
-140
- 13.81%
$218.41 - $252.43 $30.6K - $35.3K
874 $216M
PAYX
Paychex Inc

Industrials
-8
- 0.22%
$137.01 - $159.78 $1.1K - $1.28K
3.71K $539M
HDB
Hdfc Bank LTD

Financial Services
-1K
- 23.0%
$63.78 - $77.48 $63.8K - $77.6K
3.35K $257M
FICO
Fair Isaac Corp

Technology
-15
- 10.14%
$1503.62 - $2206.01 $22.6K - $33.1K
133 $243M
WRB
Berkley W R Corp

Financial Services
-610
- 8.47%
$64.28 - $75.17 $39.2K - $45.9K
6.59K $484M
EOG
Eog Resources Inc

Energy
-93
- 4.99%
$104.61 - $129.97 $9.73K - $12.1K
1.77K $212M
GHC
Graham Holdings CO

Consumer Defensive
-19
- 7.88%
$876.56 - $1003.53 $16.7K - $19.1K
222 $210M
MSI
Motorola Solutions, Inc.

Technology
-11
- 1.61%
$394.72 - $440.39 $4.34K - $4.84K
674 $283M
PAYC
Paycom Software, Inc.

Technology
-144
- 9.42%
$193.07 - $265.71 $27.8K - $38.3K
1.38K $320M
RGA
Reinsurance Group Of America Inc

Financial Services
-73
- 6.38%
$168.32 - $209.71 $12.3K - $15.3K
1.07K $212M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-121
- 3.62%
$100.04 - $100.54 $12.1K - $12.2K
3.22K $324M
CBOE
Cboe Global Markets, Inc.

Financial Services
-93
- 6.23%
$205.81 - $234.23 $19.1K - $21.8K
1.4K $326M
AIG
American International Group, Inc.

Financial Services
-72
- 2.18%
$77.56 - $87.72 $5.58K - $6.32K
3.24K $277M
AMT
American Tower Corp

Real Estate
-64
- 4.37%
$203.96 - $228.19 $13.1K - $14.6K
1.4K $310M
ETR
Entergy Corp

Utilities
-10
- 0.41%
$79.01 - $86.61 $790 - $866
2.43K $202M
MMM
3 M CO

Industrials
-143
- 4.67%
$126.09 - $154.15 $18K - $22K
2.92K $444M
Rb Global Inc
-315
- 6.02%
N/A
4.92K $523M
ANSS
Ansys Inc

Technology
-122
- 10.45%
$284.19 - $351.22 $34.7K - $42.8K
1.05K $367M
ROL
Rollins Inc

Consumer Cyclical
-380
- 3.92%
$50.65 - $58.58 $19.2K - $22.3K
9.32K $526M
TYL
Tyler Technologies Inc

Technology
-25
- 1.56%
$521.68 - $592.84 $13K - $14.8K
1.57K $933M
Activity Summary
Buys All Purchases 154 New Holdings 60 Increased Positions 94 Sells All Sells 77 Reductions 77 Sold out 0 Options Calls 0 Puts 0
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