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Baron Wealth Management’s Factset FDS Stock Holding History

Baron Wealth Management’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-643
Closed -$288K – 255
2025
Q2 		$288K Buy
643
+123
+24% +$53.9K 0.1% 146
2025
Q1 		$236K Sell
520
-16
-3% -$7.28K 0.1% 162
2024
Q4 		$257K Buy
536
+15
+3% +$7.13K 0.12% 140
2024
Q3 		$240K Buy
521
+10
+2% +$4.25K 0.12% 160
2024
Q2 		$209K Hold
511
– – 0.11% 162
2024
Q1 		$232K Hold
511
– – 0.12% 151
2023
Q4 		$244K Buy
511
+2
+0.4% +$900 0.13% 140
2023
Q3 		$223K Hold
509
– – 0.14% 122
2023
Q2 		$204K Hold
509
– – 0.13% 136
2023
Q1 		$211K Hold
509
– – 0.15% 121
2022
Q4 		$204K Buy
+509
New +$217K 0.16% 129

Other funds holding FDS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Baron Wealth Management's FDS Position: Q3 2025 in Review

Baron Wealth Management sold out of Factset (FDS) in Q3 2025, closing a stake of 643 shares — an estimated $288K sold.

Baron Wealth Management first reported a position in FDS in Q4 2022 and held it in 11 quarters. The position peaked at $288K in Q2 2025. 772 funds tracked by Wall St. Rank hold FDS as of Q3 2025.

  • Baron Wealth Management reported no remaining Factset position as of Q3 2025 after selling out during the quarter.
  • Baron Wealth Management sold 643 Factset shares in Q3 2025, an estimated $288K.
  • Baron Wealth Management first reported a position in Factset in Q4 2022 and held it in 11 quarters.
  • Baron Wealth Management's Factset position peaked at $288K in Q2 2025.
  • 772 funds tracked by Wall St. Rank held Factset as of Q3 2025.

Based on Baron Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.