Baron Wealth Management’s Workiva WK Stock Holding History

Baron Wealth Management’s Portfolio WK Stock Details WK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,737	Closed	-$300K	–	238
2024 Q4	$300K	Hold	2,737	–	–	0.14%	126
2024 Q3	$217K	Sell	2,737 -390	-12%	-$29.3K	0.1%	175
2024 Q2	$228K	Sell	3,127 -17	-0.5%	-$1.34K	0.12%	149
2024 Q1	$267K	Hold	3,144	–	–	0.14%	133
2023 Q4	$319K	Sell	3,144 -2	-0.1%	-$193	0.17%	98
2023 Q3	$319K	Buy	3,146 +49	+2%	+$5.09K	0.2%	85
2023 Q2	$315K	Buy	3,097 +25	+0.8%	+$2.4K	0.2%	88
2023 Q1	$315K	Hold	3,072	–	–	0.22%	75
2022 Q4	$258K	Buy	+3,072	New	+$238K	0.2%	96

Other funds holding WK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return