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Baron Wealth Management’s Quad QUAD Stock Holding History

Baron Wealth Management’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$211K Buy
24,973
+3,107
+14% +$23.4K 0.05% 278
2026
Q1 		$145K Buy
+21,866
New +$141K 0.04% 270

Other funds holding QUAD

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

Baron Wealth Management increased its Quad (QUAD) stake by 14% in Q2 2026, buying an estimated $23.4K and bringing the position to 24,973 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #278.

Baron Wealth Management first reported a position in QUAD in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold QUAD as of Q2 2026.

  • Baron Wealth Management held 24,973 shares of Quad worth $211K as of Q2 2026.
  • Baron Wealth Management bought 3,107 Quad shares in Q2 2026, an estimated $23.4K.
  • Quad made up 0.05% of Baron Wealth Management's portfolio in Q2 2026, its #278 holding.
  • Baron Wealth Management first reported a position in Quad in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Quad as of Q2 2026.

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