Fortitude Family Office’s Five Below FIVE Stock Holding History

Fortitude Family Office’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	$13.8K	Buy	77 +9	+13%	+$1.94K	﹤0.01%	657
2026 Q1	$15.5K	Buy	68 +14	+26%	+$2.93K	﹤0.01%	496
2025 Q4	$10.2K	Sell	54 -3	-5%	-$488	﹤0.01%	575
2025 Q3	$8.82K	Buy	57 +11	+24%	+$1.56K	﹤0.01%	619
2025 Q2	$6.03K	Buy	+46	New	+$4.48K	﹤0.01%	729
2024 Q4	–	Sell	-4	Closed	-$353	–	1323
2024 Q3	$353	Sell	4 -5	-56%	-$421	﹤0.01%	1177
2024 Q2	$981	Hold	9	–	–	﹤0.01%	884
2024 Q1	$1.63K	Hold	9	–	–	﹤0.01%	853
2023 Q4	$1.92K	Buy	+9	New	+$1.65K	﹤0.01%	878

Other funds holding FIVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fortitude Family Office's FIVE Position: Q2 2026 in Review

Fortitude Family Office increased its Five Below (FIVE) stake by 13% in Q2 2026, buying an estimated $1.94K and bringing the position to 77 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Fortitude Family Office first reported a position in FIVE in Q4 2023 and has held it in 9 quarters since. The position peaked at $15.5K in Q1 2026. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

Fortitude Family Office held 77 shares of Five Below worth $13.8K as of Q2 2026.
Fortitude Family Office bought 9 Five Below shares in Q2 2026, an estimated $1.94K.
Five Below made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #657 holding.
Fortitude Family Office first reported a position in Five Below in Q4 2023 and has held it in 9 quarters since.
Fortitude Family Office's Five Below position peaked at $15.5K in Q1 2026.
612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.