Baron Wealth Management LLC CYD β€” CHINA YUCHAI INTL LTD

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

AI Ownership Summary

Baron Wealth Management LLC reported CHINA YUCHAI INTL LTD (CYD) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.1% in 2026 Q2. The latest visible filing shows CYD at 0.10% 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 CYD 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 CHINA YUCHAI INTL LTD, 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

CYD was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q2

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

Time in book
Holding Window
2026 Q1 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 CYD β€” position size vs. price
% of Fund (quarterly)    CYD 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 ADDED β€” β€” β€” 7,783 +1,898 +32.3% 0.10% $369K 2026-07-07 $46.79
2026 Q1 INITIATED β€” β€” β€” 5,885 β€” β€” 0.07% $227K 2026-04-16 $42.32

🏒 Other funds also holding CYD

As of 2026 Q2 β€” sorted by position size

WORLD EQUITY GROUP, INC. 0.07% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.02% Dogwood Wealth Management LLC 0.0%

FAQ About Baron Wealth Management LLC and CYD

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 CYD?

Baron Wealth Management LLC reported CYD across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

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

The largest reported portfolio weight for CYD was 0.10% in 2026 Q2.

What is the latest reported CYD position on this page?

The most recent filing on this page is 2026 Q2, when Baron Wealth Management LLC reported 7,783 shares, equal to 0.10% of portfolio, with an estimated market value of $369K.

What does the chart on this CYD ownership page compare?

The chart compares Baron Wealth Management LLC's quarterly CYD 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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