CAWM
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Capital A Wealth Management’s Five Below FIVE Stock Holding History

Capital A 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
Q2 		$9.8K Buy
+46
New +$4.48K 0.11% 196

Other funds holding FIVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Capital A Wealth Management's FIVE Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Five Below (FIVE) in Q2 2025: 46 shares worth $9.8K. The stake represents 0.11% of the portfolio and ranks #196 among its holdings.

461 funds tracked by Wall St. Rank hold FIVE as of Q2 2025.

  • Capital A Wealth Management held 46 shares of Five Below worth $9.8K as of Q2 2025.
  • Five Below was a new Capital A Wealth Management position in Q2 2025.
  • Five Below made up 0.11% of Capital A Wealth Management's portfolio in Q2 2025, its #196 holding.
  • 461 funds tracked by Wall St. Rank held Five Below as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.