EWP
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Elevation Wealth Partners’s Five Below FIVE Stock Holding History

Elevation Wealth Partners’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
Q2 		$34.5K Buy
192
+174
+967% +$37.5K 0.01% 407
2026
Q1 		$4.11K Buy
18
+3
+20% +$628 ﹤0.01% 759
2025
Q4 		$2.83K Sell
15
-10
-40% -$1.63K ﹤0.01% 738
2025
Q3 		$3.87K Buy
+25
New +$3.54K ﹤0.01% 527

Other funds holding FIVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Elevation Wealth Partners's FIVE Position: Q2 2026 in Review

Elevation Wealth Partners increased its Five Below (FIVE) stake by 967% in Q2 2026, buying an estimated $37.5K and bringing the position to 192 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #407.

Elevation Wealth Partners first reported a position in FIVE in Q3 2025 and has held it in 4 quarters since. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Elevation Wealth Partners held 192 shares of Five Below worth $34.5K as of Q2 2026.
  • Elevation Wealth Partners bought 174 Five Below shares in Q2 2026, an estimated $37.5K.
  • Five Below made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #407 holding.
  • Elevation Wealth Partners first reported a position in Five Below in Q3 2025 and has held it in 4 quarters since.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.