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

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Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return