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Evolve Private Wealth’s Five Below FIVE Stock Holding History

Evolve Private Wealth’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
Q1 		$557K Buy
2,436
+509
+26% +$107K 0.03% 530
2025
Q4 		$363K Buy
+1,927
New +$313K 0.02% 657

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Evolve Private Wealth's FIVE Position: Q1 2026 in Review

Evolve Private Wealth increased its Five Below (FIVE) stake by 26% in Q1 2026, buying an estimated $107K and bringing the position to 2,436 shares worth $557K. The position accounts for 0.03% of the portfolio, ranked #530.

Evolve Private Wealth first reported a position in FIVE in Q4 2025 and has held it in 2 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Evolve Private Wealth held 2,436 shares of Five Below worth $557K as of Q1 2026.
  • Evolve Private Wealth bought 509 Five Below shares in Q1 2026, an estimated $107K.
  • Five Below made up 0.03% of Evolve Private Wealth's portfolio in Q1 2026, its #530 holding.
  • Evolve Private Wealth first reported a position in Five Below in Q4 2025 and has held it in 2 quarters since.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.