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Clearstead Advisors’s Five Below FIVE Stock Holding History

Clearstead 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
2026
Q1 		$425K Buy
1,859
+142
+8% +$29.7K ﹤0.01% 757
2025
Q4 		$323K Buy
1,717
+1,201
+233% +$195K ﹤0.01% 786
2025
Q3 		$79.8K Buy
516
+95
+23% +$13.4K ﹤0.01% 1119
2025
Q2 		$55.2K Sell
421
-71
-14% -$6.92K ﹤0.01% 1260
2025
Q1 		$36.9K Buy
+492
New +$43.2K ﹤0.01% 1252
2024
Q4 		– Sell
-32
Closed -$2.83K – 2129
2024
Q3 		$2.83K Hold
32
– – ﹤0.01% 1797
2024
Q2 		$3.49K Buy
+32
New +$4.43K ﹤0.01% 1744
2024
Q1 		– Sell
-310
Closed -$66.1K – 1566
2023
Q4 		$66.1K Sell
310
-390
-56% -$71.6K ﹤0.01% 679
2023
Q3 		$113K Buy
700
+216
+45% +$39.5K ﹤0.01% 698
2023
Q2 		$95.1K Buy
484
+174
+56% +$34K 0.01% 586
2023
Q1 		$63.9K Buy
+310
New +$61K ﹤0.01% 615
2022
Q4 		– Sell
-118
Closed -$16K – 1340
2022
Q3 		$16K Hold
118
– – ﹤0.01% 807
2022
Q2 		$13K Hold
118
– – ﹤0.01% 880
2022
Q1 		$19K Buy
+118
New +$19.7K ﹤0.01% 878
2021
Q4 		– Sell
-71
Closed -$13K – 1332
2021
Q3 		$13K Buy
+71
New +$14.1K ﹤0.01% 903

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T 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 $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Clearstead Advisors's FIVE Position: Q1 2026 in Review

Clearstead Advisors increased its Five Below (FIVE) stake by 8.3% in Q1 2026, buying an estimated $29.7K and bringing the position to 1,859 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Clearstead Advisors first reported a position in FIVE in Q3 2021 and has held it in 15 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Clearstead Advisors held 1,859 shares of Five Below worth $425K as of Q1 2026.
  • Clearstead Advisors bought 142 Five Below shares in Q1 2026, an estimated $29.7K.
  • Five Below made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #757 holding.
  • Clearstead Advisors first reported a position in Five Below in Q3 2021 and has held it in 15 quarters since.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.