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Baron Wealth Management’s PENN Entertainment PENN Stock Holding History

Baron Wealth Management’s Portfolio PENN Stock Details PENN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-36,363
Closed -$547K – 320
2026
Q1 		$547K Hold
36,363
– – 0.16% 87
2025
Q4 		$536K Hold
36,363
– – 0.17% 94
2025
Q3 		$700K Hold
36,363
– – 0.23% 59
2025
Q2 		$650K Buy
+36,363
New +$571K 0.23% 62

Other funds holding PENN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
HPC
Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Baron Wealth Management sold out of PENN Entertainment (PENN) in Q2 2026, closing a stake of 36,363 shares — an estimated $547K sold.

Baron Wealth Management first reported a position in PENN in Q2 2025 and held it in 4 quarters. The position peaked at $700K in Q3 2025. 381 funds tracked by Wall St. Rank hold PENN as of Q2 2026.

  • Baron Wealth Management reported no remaining PENN Entertainment position as of Q2 2026 after selling out during the quarter.
  • Baron Wealth Management sold 36,363 PENN Entertainment shares in Q2 2026, an estimated $547K.
  • Baron Wealth Management first reported a position in PENN Entertainment in Q2 2025 and held it in 4 quarters.
  • Baron Wealth Management's PENN Entertainment position peaked at $700K in Q3 2025.
  • 381 funds tracked by Wall St. Rank held PENN Entertainment as of Q2 2026.

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