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Cherry Tree Wealth Management’s Five Below FIVE Stock Holding History

Cherry Tree 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
Q4 		– Sell
-41
Closed -$6.34K – 611
2025
Q3 		$6.34K Hold
41
– – ﹤0.01% 452
2025
Q2 		$5.38K Hold
41
– – ﹤0.01% 468
2025
Q1 		$3.07K Hold
41
– – ﹤0.01% 587
2024
Q4 		$4.3K Hold
41
– – ﹤0.01% 490
2024
Q3 		$3.62K Hold
41
– – ﹤0.01% 503
2024
Q2 		$4.47K Hold
41
– – ﹤0.01% 468
2024
Q1 		$7.44K Hold
41
– – ﹤0.01% 406
2023
Q4 		$8.74K Hold
41
– – ﹤0.01% 368
2023
Q3 		$6.6K Hold
41
– – ﹤0.01% 380
2023
Q2 		$8.06K Buy
+41
New +$8.02K ﹤0.01% 357

Other funds holding FIVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Cherry Tree Wealth Management's FIVE Position: Q4 2025 in Review

Cherry Tree Wealth Management sold out of Five Below (FIVE) in Q4 2025, closing a stake of 41 shares — an estimated $6.34K sold.

Cherry Tree Wealth Management first reported a position in FIVE in Q2 2023 and held it in 10 quarters. The position peaked at $8.74K in Q4 2023. 552 funds tracked by Wall St. Rank hold FIVE as of Q4 2025.

  • Cherry Tree Wealth Management reported no remaining Five Below position as of Q4 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 41 Five Below shares in Q4 2025, an estimated $6.34K.
  • Cherry Tree Wealth Management first reported a position in Five Below in Q2 2023 and held it in 10 quarters.
  • Cherry Tree Wealth Management's Five Below position peaked at $8.74K in Q4 2023.
  • 552 funds tracked by Wall St. Rank held Five Below as of Q4 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.