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Baron Wealth Management’s Five Below FIVE Stock Holding History

Baron Wealth Management’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.74M Sell
9,702
-20
-0.2% -$4.31K 0.45% 26
2026
Q1 		$2.22M Sell
9,722
-587
-6% -$123K 0.66% 20
2025
Q4 		$1.94M Sell
10,309
-2,033
-16% -$330K 0.6% 21
2025
Q3 		$1.91M Hold
12,342
– – 0.63% 18
2025
Q2 		$1.62M Buy
12,342
+1,831
+17% +$178K 0.57% 19
2025
Q1 		$788K Buy
10,511
+525
+5% +$46.1K 0.35% 37
2024
Q4 		$1.05M Hold
9,986
– – 0.49% 25
2024
Q3 		$882K Buy
9,986
+575
+6% +$48.4K 0.42% 30
2024
Q2 		$1.03M Buy
9,411
+23
+0.2% +$3.19K 0.53% 19
2024
Q1 		$1.7M Sell
9,388
-404
-4% -$77.8K 0.9% 15
2023
Q4 		$2.09M Buy
9,792
+150
+2% +$27.5K 1.14% 13
2023
Q3 		$1.55M Buy
9,642
+1,366
+17% +$250K 0.99% 13
2023
Q2 		$1.63M Buy
8,276
+330
+4% +$64.5K 1.03% 15
2023
Q1 		$1.64M Sell
7,946
-2,128
-21% -$419K 1.16% 14
2022
Q4 		$1.78M Buy
+10,074
New +$1.58M 1.37% 14

Other funds holding FIVE

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

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

Baron Wealth Management reduced its Five Below (FIVE) stake by 0.21% in Q2 2026, selling an estimated $4.31K and leaving 9,702 shares worth $1.74M. The position accounts for 0.45% of the portfolio, ranked #26.

Baron Wealth Management first reported a position in FIVE in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.22M in Q1 2026. 56 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Baron Wealth Management held 9,702 shares of Five Below worth $1.74M as of Q2 2026.
  • Baron Wealth Management sold 20 Five Below shares in Q2 2026, an estimated $4.31K.
  • Five Below made up 0.45% of Baron Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Baron Wealth Management first reported a position in Five Below in Q4 2022 and has held it in 15 quarters since.
  • Baron Wealth Management's Five Below position peaked at $2.22M in Q1 2026.
  • 56 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

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