EWA
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EverSource Wealth Advisors’s Five Below FIVE Stock Holding History

EverSource Wealth Advisors’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 		$310K Sell
1,722
-553
-24% -$119K 0.01% 785
2026
Q1 		$520K Buy
2,275
+650
+40% +$136K 0.02% 597
2025
Q4 		$306K Buy
1,625
+795
+96% +$129K 0.01% 748
2025
Q3 		$128K Buy
830
+75
+10% +$10.6K 0.01% 1143
2025
Q2 		$99K Buy
755
+532
+239% +$51.8K ﹤0.01% 1212
2025
Q1 		$16.7K Sell
223
-354
-61% -$31.1K ﹤0.01% 1798
2024
Q4 		$60.6K Buy
577
+558
+2,937% +$53.4K ﹤0.01% 1101
2024
Q3 		$1.68K Buy
19
+14
+280% +$1.18K ﹤0.01% 2595
2024
Q2 		$364 Sell
5
-28
-85% -$3.88K ﹤0.01% 2945
2024
Q1 		$4.83K Buy
33
+8
+32% +$1.54K ﹤0.01% 2069
2023
Q4 		$5.33K Buy
25
+17
+213% +$3.12K ﹤0.01% 1832
2023
Q3 		$1.29K Buy
+8
New +$1.46K ﹤0.01% 2130
2023
Q2 		– Sell
-3
Closed -$618 – 2530
2023
Q1 		$618 Buy
+3
New +$591 ﹤0.01% 2187

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

EverSource Wealth Advisors's FIVE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Five Below (FIVE) stake by 24% in Q2 2026, selling an estimated $119K and leaving 1,722 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #785.

EverSource Wealth Advisors first reported a position in FIVE in Q1 2023 and has held it in 13 quarters since. The position peaked at $520K in Q1 2026. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • EverSource Wealth Advisors held 1,722 shares of Five Below worth $310K as of Q2 2026.
  • EverSource Wealth Advisors sold 553 Five Below shares in Q2 2026, an estimated $119K.
  • Five Below made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #785 holding.
  • EverSource Wealth Advisors first reported a position in Five Below in Q1 2023 and has held it in 13 quarters since.
  • EverSource Wealth Advisors's Five Below position peaked at $520K in Q1 2026.
  • 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.