Envestnet Portfolio Solutions
FIVE icon

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
Q3 		– Sell
-2,501
Closed -$328K – 1487
2025
Q2 		$328K Sell
2,501
-808
-24% -$78.7K ﹤0.01% 1299
2025
Q1 		$248K Sell
3,309
-711
-18% -$62.5K ﹤0.01% 1387
2024
Q4 		$422K Sell
4,020
-430
-10% -$41.1K ﹤0.01% 1322
2024
Q3 		$393K Sell
4,450
-1,994
-31% -$168K ﹤0.01% 1315
2024
Q2 		$702K Sell
6,444
-1,342
-17% -$186K ﹤0.01% 993
2024
Q1 		$1.41M Sell
7,786
-613
-7% -$118K 0.01% 735
2023
Q4 		$1.79M Sell
8,399
-696
-8% -$128K 0.01% 617
2023
Q3 		$1.46M Buy
+9,095
New +$1.66M 0.01% 643

Other funds holding FIVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Envestnet Portfolio Solutions's FIVE Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Five Below (FIVE) in Q3 2025, closing a stake of 2,501 shares — an estimated $328K sold.

Envestnet Portfolio Solutions first reported a position in FIVE in Q3 2023 and held it in 8 quarters. The position peaked at $1.79M in Q4 2023. 502 funds tracked by Wall St. Rank hold FIVE as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining Five Below position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 2,501 Five Below shares in Q3 2025, an estimated $328K.
  • Envestnet Portfolio Solutions first reported a position in Five Below in Q3 2023 and held it in 8 quarters.
  • Envestnet Portfolio Solutions's Five Below position peaked at $1.79M in Q4 2023.
  • 502 funds tracked by Wall St. Rank held Five Below as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.