Acumen Wealth Advisors’s FIVE9 FIVN Stock Holding History

Acumen Wealth Advisors’s Portfolio FIVN Stock Details FIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-540	Closed	-$10.8K	–	496
2025 Q4	$10.8K	Buy	+540	New	+$11.5K	﹤0.01%	288

Other funds holding FIVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AFM

Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acumen Wealth Advisors's FIVN Position: Q1 2026 in Review

Acumen Wealth Advisors sold out of FIVE9 (FIVN) in Q1 2026, closing a stake of 540 shares — an estimated $10.8K sold.

Acumen Wealth Advisors first reported a position in FIVN in Q4 2025 and held it in 1 quarter. The position peaked at $10.8K in Q4 2025. 292 funds tracked by Wall St. Rank hold FIVN as of Q1 2026.

Acumen Wealth Advisors reported no remaining FIVE9 position as of Q1 2026 after selling out during the quarter.
Acumen Wealth Advisors sold 540 FIVE9 shares in Q1 2026, an estimated $10.8K.
Acumen Wealth Advisors first reported a position in FIVE9 in Q4 2025 and held it in 1 quarter.
Acumen Wealth Advisors's FIVE9 position peaked at $10.8K in Q4 2025.
292 funds tracked by Wall St. Rank held FIVE9 as of Q1 2026.

Based on Acumen Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.