Capstone Investment Advisors
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Capstone Investment Advisors’s Five Below FIVE Stock Holding History

Capstone Investment Advisors’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 		$3.48M Buy
2024
Q3 		– Sell
2024
Q2 		$326K Sell
2024
Q1 		$2.27M Buy
2023
Q4 		$580K Sell
2023
Q3 		$760K Sell
2023
Q2 		$1.84M Buy
2017
Q3 		– Sell
2017
Q2 		$227K Buy
2017
Q1 		– Sell
2016
Q4 		$441K Buy