Baron Wealth Management
III icon

Baron Wealth Management’s Information Services Group III Stock Holding History

Baron Wealth Management’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$94.2K Buy
17,032
+2,482
+17% +$11.8K 0.02% 303
2026
Q2 		$59.8K Buy
+14,550
New +$60.8K 0.02% 304
2026
Q1 		– Sell
-19,365
Closed -$112K – 289
2025
Q4 		$112K Buy
19,365
+7,243
+60% +$40.7K 0.03% 251
2025
Q3 		$69.7K Buy
12,122
+277
+2% +$1.38K 0.02% 247
2025
Q2 		$56.9K Buy
+11,845
New +$51K 0.02% 245

Other funds holding III

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Hillsdale Investment Management
Hillsdale Investment Management Toronto, Ontario, Canada $4.42B AUM 54.57% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Legato Capital Management
Legato Capital Management San Francisco, California $1.11B AUM 60.78% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Baron Wealth Management's III Position: Q3 2026 in Review

Baron Wealth Management increased its Information Services Group (III) stake by 17% in Q3 2026, buying an estimated $11.8K and bringing the position to 17,032 shares worth $94.2K. The position accounts for 0.02% of the portfolio, ranked #303.

Baron Wealth Management first reported a position in III in Q2 2025 and has held it in 5 quarters since. The position peaked at $112K in Q4 2025. 77 funds tracked by Wall St. Rank hold III as of Q3 2026.

  • Baron Wealth Management held 17,032 shares of Information Services Group worth $94.2K as of Q3 2026.
  • Baron Wealth Management bought 2,482 Information Services Group shares in Q3 2026, an estimated $11.8K.
  • Information Services Group made up 0.02% of Baron Wealth Management's portfolio in Q3 2026, its #303 holding.
  • Baron Wealth Management first reported a position in Information Services Group in Q2 2025 and has held it in 5 quarters since.
  • Baron Wealth Management's Information Services Group position peaked at $112K in Q4 2025.
  • 77 funds tracked by Wall St. Rank held Information Services Group as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.