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Beaird Harris Wealth Management’s Five Below FIVE Stock Holding History

Beaird Harris 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 		$182 Hold
1
– – ﹤0.01% 664
2026
Q1 		$231 Hold
1
– – ﹤0.01% 619
2025
Q4 		$191 Hold
1
– – ﹤0.01% 654
2025
Q3 		$157 Buy
+1
New +$141 ﹤0.01% 684
2024
Q3 		– Sell
-13
Closed -$1.42K – 591
2024
Q2 		$1.42K Buy
+13
New +$1.8K ﹤0.01% 569

Other funds holding FIVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beaird Harris Wealth Management's FIVE Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Five Below (FIVE) position steady in Q2 2026 at 1 share worth $182. The position accounts for ﹤0.01% of the portfolio, ranked #664.

Beaird Harris Wealth Management first reported a position in FIVE in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.42K in Q2 2024. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Beaird Harris Wealth Management held 1 share of Five Below worth $182 as of Q2 2026.
  • Beaird Harris Wealth Management left its Five Below share count unchanged in Q2 2026.
  • Five Below made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #664 holding.
  • Beaird Harris Wealth Management first reported a position in Five Below in Q2 2024 and has held it in 5 quarters since.
  • Beaird Harris Wealth Management's Five Below position peaked at $1.42K in Q2 2024.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.