Aaron Wealth Advisors’s Five Below FIVE Stock Holding History

Aaron Wealth Advisors’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	$1.03M	Sell	5,717 -129	-2%	-$27.8K	0.05%	235
2026 Q1	$1.34M	Sell	5,846 -1,171	-17%	-$245K	0.08%	164
2025 Q4	$1.32M	Buy	7,017 +429	+7%	+$69.7K	0.07%	193
2025 Q3	$1.02M	Buy	6,588 +3,633	+123%	+$514K	0.06%	229
2025 Q2	$388K	Buy	+2,955	New	+$288K	0.04%	300

Other funds holding FIVE

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

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 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aaron Wealth Advisors's FIVE Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Five Below (FIVE) stake by 2.2% in Q2 2026, selling an estimated $27.8K and leaving 5,717 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #235.

Aaron Wealth Advisors first reported a position in FIVE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.34M in Q1 2026. 81 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

Aaron Wealth Advisors held 5,717 shares of Five Below worth $1.03M as of Q2 2026.
Aaron Wealth Advisors sold 129 Five Below shares in Q2 2026, an estimated $27.8K.
Five Below made up 0.05% of Aaron Wealth Advisors's portfolio in Q2 2026, its #235 holding.
Aaron Wealth Advisors first reported a position in Five Below in Q2 2025 and has held it in 5 quarters since.
Aaron Wealth Advisors's Five Below position peaked at $1.34M in Q1 2026.
81 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.