Global Retirement Partners’s Five Below FIVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$615K Buy
3,264
+49
+2% +$7.96K 0.01% 851
2025
Q3
$497K Buy
3,215
+2,753
+596% +$390K 0.01% 771
2025
Q2
$60.6K Buy
+462
New +$45K ﹤0.01% 1667
2024
Q4
$19.5K Sell
186
-1
-0.5% -$96 ﹤0.01% 2100
2024
Q3
$16.5K Sell
187
-87
-32% -$7.33K ﹤0.01% 2083
2024
Q2
$29.9K Sell
274
-59
-18% -$8.17K ﹤0.01% 1793
2024
Q1
$60.4K Buy
333
+50
+18% +$9.63K ﹤0.01% 1324
2023
Q4
$53.8K Sell
283
-10
-3% -$1.84K ﹤0.01% 1328
2023
Q3
$46.9K Buy
293
+38
+15% +$6.95K ﹤0.01% 1308
2023
Q2
$50.1K Sell
255
-5
-2% -$977 ﹤0.01% 1274
2023
Q1
$50.9K Buy
260
+115
+79% +$22.6K ﹤0.01% 1232
2022
Q4
$25.6K Sell
145
-1
-0.7% -$157 ﹤0.01% 1384
2022
Q3
$21K Sell
146
-3
-2% -$394 ﹤0.01% 1366
2022
Q2
$17K Buy
149
+2
+1% +$288 ﹤0.01% 1407
2022
Q1
$17K Buy
+147
New +$24.5K ﹤0.01% 1401
2021
Q4
Sell
-200
Closed -$35K 756
2021
Q3
$35K Hold
200
﹤0.01% 973
2021
Q2
$39K Hold
200
﹤0.01% 962
2021
Q1
$38K Sell
200
-50
-20% -$9.42K ﹤0.01% 885
2020
Q4
$44K Buy
250
+50
+25% +$7.4K 0.01% 769
2020
Q3
$25K Hold
200
﹤0.01% 852
2020
Q2
$21K Hold
200
﹤0.01% 885
2020
Q1
$14K Hold
200
﹤0.01% 914
2019
Q4
$26K Sell
200
-27
-12% -$3.38K ﹤0.01% 851
2019
Q3
$29K Buy
227
+27
+14% +$3.28K ﹤0.01% 765
2019
Q2
$24K Buy
200
+100
+100% +$13.2K ﹤0.01% 825
2019
Q1
$12K Hold
100
﹤0.01% 1001
2018
Q4
$10K Hold
100
﹤0.01% 966
2018
Q3
$13K Buy
100
+70
+233% +$7.79K ﹤0.01% 954
2018
Q2
$3K Sell
30
-25
-45% -$2.01K ﹤0.01% 1299
2018
Q1
$4K Sell
55
-100
-65% -$6.74K ﹤0.01% 1196
2017
Q4
$10K Buy
155
+100
+182% +$6K ﹤0.01% 901
2017
Q3
$3K Hold
55
﹤0.01% 1086
2017
Q2
$3K Sell
55
-28
-34% -$1.38K ﹤0.01% 1020
2017
Q1
$4K Buy
+83
New +$3.3K ﹤0.01% 948

Other funds holding FIVE

Global Retirement Partners's FIVE Position: Q4 2025 in Review

Global Retirement Partners increased its Five Below (FIVE) stake by 1.5% in Q4 2025, buying an estimated $7.96K and bringing the position to 3,264 shares worth $615K. The position accounts for 0.01% of the portfolio, ranked #851.

Global Retirement Partners first reported a position in FIVE in Q1 2017 and has held it in 34 quarters since. 552 funds tracked by Wall St. Rank hold FIVE as of Q4 2025.

  • Global Retirement Partners held 3,264 shares of Five Below worth $615K as of Q4 2025.
  • Global Retirement Partners bought 49 Five Below shares in Q4 2025, an estimated $7.96K.
  • Five Below made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #851 holding.
  • Global Retirement Partners first reported a position in Five Below in Q1 2017 and has held it in 34 quarters since.
  • 552 funds tracked by Wall St. Rank held Five Below as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.