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Baron Wealth Management’s Puma Biotechnology PBYI Stock Holding History

Baron Wealth Management’s Portfolio PBYI Stock Details PBYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$295K Sell
36,372
-1,906
-5% -$14K 0.08% 203
2026
Q1 		$245K Buy
38,278
+2,886
+8% +$18.6K 0.07% 220
2025
Q4 		$211K Buy
35,392
+13,625
+63% +$72.4K 0.06% 232
2025
Q3 		$116K Buy
+21,767
New +$92.3K 0.04% 240

Other funds holding PBYI

ACA
Acorn Capital Advisors New York $366M AUM 474.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Baron Wealth Management reduced its Puma Biotechnology (PBYI) stake by 5% in Q2 2026, selling an estimated $14K and leaving 36,372 shares worth $295K. The position accounts for 0.08% of the portfolio, ranked #203.

Baron Wealth Management first reported a position in PBYI in Q3 2025 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold PBYI as of Q2 2026.

  • Baron Wealth Management held 36,372 shares of Puma Biotechnology worth $295K as of Q2 2026.
  • Baron Wealth Management sold 1,906 Puma Biotechnology shares in Q2 2026, an estimated $14K.
  • Puma Biotechnology made up 0.08% of Baron Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Baron Wealth Management first reported a position in Puma Biotechnology in Q3 2025 and has held it in 4 quarters since.
  • 160 funds tracked by Wall St. Rank held Puma Biotechnology as of Q2 2026.

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