Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Five Below FIVE Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		$328K Sell
2025
Q1 		$248K Sell
2024
Q4 		$422K Sell
2024
Q3 		$393K Sell
2024
Q2 		$702K Sell
2024
Q1 		$1.41M Sell
2023
Q4 		$1.79M Sell
2023
Q3 		$1.46M Buy