FGA
FIVE icon

Fortis Group Advisors’s Five Below FIVE Stock Holding History

Fortis Group 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
Q1 		$1.65M Sell
6,996
-2,120
-23% -$444K 0.27% 98
2025
Q4 		$1.75M Buy
9,116
+9,066
+18,132% +$1.47M 0.29% 88
2025
Q3 		$7.74K Hold
50
– – ﹤0.01% 361
2025
Q2 		$6.56K Hold
50
– – ﹤0.01% 360
2025
Q1 		$3.75K Hold
50
– – ﹤0.01% 375
2024
Q4 		$5.25K Hold
50
– – ﹤0.01% 361
2024
Q3 		$4.42K Hold
50
– – ﹤0.01% 362
2024
Q2 		$5.45K Hold
50
– – ﹤0.01% 345
2024
Q1 		$9.07K Sell
50
-50
-50% -$9.63K ﹤0.01% 321
2023
Q4 		$21.3K Buy
100
+50
+100% +$9.18K 0.01% 231
2023
Q3 		$8.04K Buy
+50
New +$9.14K ﹤0.01% 244
2020
Q3 		$6K Buy
+50
New +$5.69K ﹤0.01% 321

Other funds holding FIVE

BlackRock
BlackRock New York $5.7T 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 $121B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return