AWM
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Activest Wealth Management’s Five Below FIVE Stock Holding History

Activest 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 		$12.2K Sell
68
-42
-38% -$9.04K ﹤0.01% 543
2026
Q1 		$25.1K Buy
110
+42
+62% +$8.79K ﹤0.01% 467
2025
Q4 		$12.8K Buy
+68
New +$11.1K ﹤0.01% 609

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
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

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

Activest Wealth Management reduced its Five Below (FIVE) stake by 38% in Q2 2026, selling an estimated $9.04K and leaving 68 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Activest Wealth Management first reported a position in FIVE in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.1K in Q1 2026. 78 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Activest Wealth Management held 68 shares of Five Below worth $12.2K as of Q2 2026.
  • Activest Wealth Management sold 42 Five Below shares in Q2 2026, an estimated $9.04K.
  • Five Below made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #543 holding.
  • Activest Wealth Management first reported a position in Five Below in Q4 2025 and has held it in 3 quarters since.
  • Activest Wealth Management's Five Below position peaked at $25.1K in Q1 2026.
  • 78 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

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