BA
FIVE icon

Bridgewater Associates’s Five Below FIVE Stock Holding History

Bridgewater Associates’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
Q1 		$14.1M Sell
61,895
-36,143
-37% -$7.56M 0.06% 208
2025
Q4 		$18.5M Buy
98,038
+76,812
+362% +$12.5M 0.07% 225
2025
Q3 		$3.28M Buy
+21,226
New +$3M 0.01% 592
2023
Q1 		– Sell
-2,970
Closed -$525K – 788
2022
Q4 		$525K Buy
2,970
+694
+30% +$109K ﹤0.01% 718
2022
Q3 		$313K Sell
2,276
-1,559
-41% -$205K ﹤0.01% 823
2022
Q2 		$435K Buy
3,835
+608
+19% +$87.5K ﹤0.01% 910
2022
Q1 		$511K Buy
+3,227
New +$538K ﹤0.01% 887

Other funds holding FIVE

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return