BWM
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Baron Wealth Management’s Broadridge BR Stock Holding History

Baron Wealth Management’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$285K Buy
1,173
+228
+24% +$55.4K 0.1% 148
2025
Q1 		$229K Buy
+945
New +$229K 0.1% 170