Elevation Wealth Partners
FIVE icon

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
Q3 		$32.7K Sell
149
-43
-22% -$9.6K 0.01% 510
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Elevation Wealth Partners's FIVE Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Five Below (FIVE) stake by 22% in Q3 2026, selling an estimated $9.6K and leaving 149 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #510.

Elevation Wealth Partners first reported a position in FIVE in Q3 2025 and has held it in 5 quarters since. The position peaked at $34.5K in Q2 2026. 529 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • Elevation Wealth Partners held 149 shares of Five Below worth $32.7K as of Q3 2026.
  • Elevation Wealth Partners sold 43 Five Below shares in Q3 2026, an estimated $9.6K.
  • Five Below made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #510 holding.
  • Elevation Wealth Partners first reported a position in Five Below in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Five Below position peaked at $34.5K in Q2 2026.
  • 529 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.