AWM
FIVE icon

Accredited Wealth Management’s Five Below FIVE Stock Holding History

Accredited 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
2025
Q3 		$310 Buy
327
+325
+16,250% +$46K ﹤0.01% 366
2025
Q2 		$263 Hold
2
– – ﹤0.01% 367
2025
Q1 		$150 Buy
+2
New +$176 ﹤0.01% 353

Other funds holding FIVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Accredited Wealth Management's FIVE Position: Q3 2025 in Review

Accredited Wealth Management increased its Five Below (FIVE) stake by 16,250% in Q3 2025, buying an estimated $46K and bringing the position to 327 shares worth $310. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Accredited Wealth Management first reported a position in FIVE in Q1 2025 and has held it in 3 quarters since. 502 funds tracked by Wall St. Rank hold FIVE as of Q3 2025.

  • Accredited Wealth Management held 327 shares of Five Below worth $310 as of Q3 2025.
  • Accredited Wealth Management bought 325 Five Below shares in Q3 2025, an estimated $46K.
  • Five Below made up ﹤0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #366 holding.
  • Accredited Wealth Management first reported a position in Five Below in Q1 2025 and has held it in 3 quarters since.
  • 502 funds tracked by Wall St. Rank held Five Below as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.