Creative Planning’s Five Below FIVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.25M | Buy |
40,479
+17,435
| +76% | +$3.65M | 0.01% | 738 |
|
|
2025
Q4 | $4.34M | Buy |
23,044
+10,930
| +90% | +$1.78M | ﹤0.01% | 1106 |
|
|
2025
Q3 | $1.87M | Buy |
12,114
+3,252
| +37% | +$460K | ﹤0.01% | 1605 |
|
|
2025
Q2 | $1.16M | Buy |
8,862
+1,058
| +14% | +$103K | ﹤0.01% | 1727 |
|
|
2025
Q1 | $585K | Sell |
7,804
-2,720
| -26% | -$239K | ﹤0.01% | 2144 |
|
|
2024
Q4 | $1.1M | Buy |
10,524
+1,415
| +16% | +$135K | ﹤0.01% | 1574 |
|
|
2024
Q3 | $805K | Buy |
9,109
+3,724
| +69% | +$314K | ﹤0.01% | 1698 |
|
|
2024
Q2 | $587K | Sell |
5,385
-2,005
| -27% | -$278K | ﹤0.01% | 1822 |
|
|
2024
Q1 | $1.34M | Buy |
7,390
+976
| +15% | +$188K | ﹤0.01% | 1153 |
|
|
2023
Q4 | $1.37M | Buy |
6,414
+1,558
| +32% | +$286K | ﹤0.01% | 1084 |
|
|
2023
Q3 | $781K | Buy |
4,856
+96
| +2% | +$17.5K | ﹤0.01% | 1287 |
|
|
2023
Q2 | $936K | Buy |
4,760
+1,053
| +28% | +$206K | ﹤0.01% | 1163 |
|
|
2023
Q1 | $764K | Buy |
3,707
+995
| +37% | +$196K | ﹤0.01% | 1222 |
|
|
2022
Q4 | $480K | Buy |
2,712
+201
| +8% | +$31.6K | ﹤0.01% | 1452 |
|
|
2022
Q3 | $346K | Buy |
2,511
+346
| +16% | +$45.4K | ﹤0.01% | 1551 |
|
|
2022
Q2 | $246K | Buy |
2,165
+759
| +54% | +$109K | ﹤0.01% | 1742 |
|
|
2022
Q1 | $223K | Buy |
1,406
+91
| +7% | +$15.2K | ﹤0.01% | 1825 |
|
|
2021
Q4 | $272K | Buy |
+1,315
| New | +$259K | ﹤0.01% | 1689 |
|
|
2019
Q4 | – | Sell |
-3,901
| Closed | -$492K | – | 2039 |
|
|
2019
Q3 | $492K | Sell |
3,901
-304
| -7% | -$36.9K | ﹤0.01% | 1072 |
|
|
2019
Q2 | $505K | Buy |
4,205
+1,722
| +69% | +$227K | ﹤0.01% | 1071 |
|
|
2019
Q1 | $309K | Buy |
+2,483
| New | +$301K | ﹤0.01% | 1316 |
|
|
2018
Q4 | – | Sell |
-5,090
| Closed | -$662K | – | 1997 |
|
|
2018
Q3 | $662K | Buy |
5,090
+2,034
| +67% | +$226K | ﹤0.01% | 935 |
|
|
2018
Q2 | $299K | Buy |
+3,056
| New | +$245K | ﹤0.01% | 1377 |
|
|
2017
Q3 | – | Sell |
-195
| Closed | -$10K | – | 2501 |
|
|
2017
Q2 | $10K | Sell |
195
-13
| -6% | -$640 | ﹤0.01% | 3619 |
|
|
2017
Q1 | $9K | Buy |
208
+123
| +145% | +$4.89K | ﹤0.01% | 3646 |
|
|
2016
Q4 | $3K | Sell |
85
-130
| -60% | -$5.12K | ﹤0.01% | 4141 |
|
|
2016
Q3 | $9K | Sell |
215
-170
| -44% | -$7.87K | ﹤0.01% | 3575 |
|
|
2016
Q2 | $18K | Sell |
385
-21
| -5% | -$878 | ﹤0.01% | 2866 |
|
|
2016
Q1 | $17K | Buy |
+406
| New | +$14.8K | ﹤0.01% | 2864 |
|
|
2015
Q4 | – | Sell |
-200
| Closed | -$7K | – | 4455 |
|
|
2015
Q3 | $7K | Buy |
+200
| New | +$7.27K | ﹤0.01% | 3426 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$36K | – | 1736 |
|
|
2015
Q1 | $36K | Buy |
1,000
+990
| +9,900% | +$33.1K | ﹤0.01% | 2248 |
|
|
2014
Q4 | $0 | Sell |
10
-190
| -95% | -$7.69K | ﹤0.01% | 4216 |
|
|
2014
Q3 | $8K | Sell |
200
-500
| -71% | -$19.4K | ﹤0.01% | 3060 |
|
|
2014
Q2 | $28K | Buy |
700
+500
| +250% | +$19.1K | ﹤0.01% | 2274 |
|
|
2014
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 2846 |
|
|
2013
Q4 | $9K | Buy |
+200
| New | +$9.59K | ﹤0.01% | 2606 |
|
Other funds holding FIVE
VCM
VPM
Creative Planning's FIVE Position: Q1 2026 in Review
Creative Planning increased its Five Below (FIVE) stake by 76% in Q1 2026, buying an estimated $3.65M and bringing the position to 40,479 shares worth $9.25M. The position accounts for 0.01% of the portfolio, ranked #738.
Creative Planning first reported a position in FIVE in Q4 2013 and has held it in 36 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.
- Creative Planning held 40,479 shares of Five Below worth $9.25M as of Q1 2026.
- Creative Planning bought 17,435 Five Below shares in Q1 2026, an estimated $3.65M.
- Five Below made up 0.01% of Creative Planning's portfolio in Q1 2026, its #738 holding.
- Creative Planning first reported a position in Five Below in Q4 2013 and has held it in 36 quarters since.
- 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.