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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
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

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $4.39B AUM 72.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIC
Crawford Investment Counsel Atlanta, Georgia $6B AUM 15.13% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

Baron Wealth Management's III Position: Q2 2026 in Review

Baron Wealth Management opened a new position in Information Services Group (III) in Q2 2026: 14,550 shares worth $59.8K. The stake represents 0.02% of the portfolio and ranks #304 among its holdings. This is a return to the name: Baron Wealth Management previously reported a position in III as recently as Q4 2025.

Baron Wealth Management first reported a position in III in Q2 2025 and has held it in 4 quarters since. The position peaked at $112K in Q4 2025. 138 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • Baron Wealth Management held 14,550 shares of Information Services Group worth $59.8K as of Q2 2026.
  • Information Services Group was a new Baron Wealth Management position in Q2 2026.
  • Information Services Group made up 0.02% of Baron Wealth Management's portfolio in Q2 2026, its #304 holding.
  • Baron Wealth Management first reported a position in Information Services Group in Q2 2025 and has held it in 4 quarters since.
  • Baron Wealth Management's Information Services Group position peaked at $112K in Q4 2025.
  • 138 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.