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Baron Wealth Management LLC

SEC CIK
0001968507
Latest filing
Jul 7, 2026

CMA holding history

Comerica Inc in every 13F filed by Baron Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMA overviewAll 13F holders of CMAFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2023
Holdings of CMA by Baron Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−4,464−100.0%Sold outHolders
Q3 20254,464$305.9K0.1%+438+10.9%AddedHolders
Q2 20254,026$240.2K0.1%+4,026NewHolders
Q2 20240$00.0%−6,390−100.0%Sold outHolders
Q1 20246,390$351.4K0.2%+26+0.4%AddedHolders
Q4 20236,364$355.2K0.2%+35+0.6%AddedHolders
Q3 20236,329$263.0K0.2%+98+1.6%AddedHolders
Q2 20236,231$263.9K0.2%00.0%UnchangedHolders
Q1 20236,231$270.5K0.2%+6,231NewHolders