Baron Wealth Management LLC IHG β€” INTERCONTINENTAL HOTELS GROU

Ownership history in Baron Wealth Management LLC  Β·  2 quarters on record

AI Ownership Summary

Baron Wealth Management LLC reported INTERCONTINENTAL HOTELS GROU (IHG) in 2 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.11% in 2024 Q4. The latest visible filing shows IHG at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IHG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baron Wealth Management LLC's position in INTERCONTINENTAL HOTELS GROU, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IHG was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Baron Wealth Management LLC held IHG β€” position size vs. price
% of Fund (quarterly)    IHG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 1,364 -447 -24.7% 0.06% $236K 2026-07-07 $166.63
2024 Q4 INITIATED β€” β€” β€” 1,811 β€” β€” 0.11% $226K 2025-01-23 $128.04

FAQ About Baron Wealth Management LLC and IHG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Baron Wealth Management LLC reported owning IHG?

Baron Wealth Management LLC reported IHG across 2 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported IHG position in Baron Wealth Management LLC's portfolio?

The largest reported portfolio weight for IHG was 0.11% in 2024 Q4.

What is the latest reported IHG position on this page?

The most recent filing on this page is 2026 Q2, when Baron Wealth Management LLC reported 1,364 shares, equal to 0.06% of portfolio, with an estimated market value of $236K.

What does the chart on this IHG ownership page compare?

The chart compares Baron Wealth Management LLC's quarterly IHG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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