GI
FIVE icon

Gradient Investments’s Five Below FIVE Stock Holding History

Gradient Investments’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 		$2.25M Sell
12,535
-923
-7% -$199K 0.03% 257
2026
Q1 		$3.07M Sell
13,458
-1,175
-8% -$246K 0.05% 221
2025
Q4 		$2.76M Sell
14,633
-512
-3% -$83.2K 0.04% 185
2025
Q3 		$2.34M Sell
15,145
-1,489
-9% -$211K 0.04% 184
2025
Q2 		$2.18M Buy
16,634
+1,493
+10% +$145K 0.04% 181
2025
Q1 		$1.13M Sell
15,141
-734
-5% -$64.5K 0.02% 194
2024
Q4 		$1.67M Buy
15,875
+111
+0.7% +$10.6K 0.03% 174
2024
Q3 		$1.39M Sell
15,764
-14,411
-48% -$1.21M 0.03% 172
2024
Q2 		$3.29M Buy
30,175
+9,454
+46% +$1.31M 0.07% 162
2024
Q1 		$3.76M Sell
20,721
-753
-4% -$145K 0.09% 158
2023
Q4 		$4.58M Buy
21,474
+386
+2% +$70.9K 0.11% 143
2023
Q3 		$3.39M Buy
21,088
+583
+3% +$107K 0.09% 148
2023
Q2 		$4.03M Buy
20,505
+931
+5% +$182K 0.1% 144
2023
Q1 		$4.03M Sell
19,574
-889
-4% -$175K 0.11% 139
2022
Q4 		$3.62M Buy
20,463
+20,447
+127,794% +$3.22M 0.11% 148
2022
Q3 		$2K Buy
+16
New +$2.1K ﹤0.01% 1136
2022
Q1 		– Sell
-23
Closed -$5K – 1228
2021
Q4 		$5K Sell
23
-3
-12% -$590 ﹤0.01% 930
2021
Q3 		$5K Sell
26
-38
-59% -$7.57K ﹤0.01% 877
2021
Q2 		$12K Sell
64
-74
-54% -$14.1K ﹤0.01% 726
2021
Q1 		$26K Sell
138
-36,487
-100% -$6.88M ﹤0.01% 580
2020
Q4 		$4.65M Sell
36,625
-490
-1% -$72.6K 0.2% 113
2020
Q3 		$4.71M Sell
37,115
-5,500
-13% -$626K 0.2% 111
2020
Q2 		$4.56M Buy
42,615
+1,442
+4% +$135K 0.21% 108
2020
Q1 		$2.9M Buy
41,173
+15,707
+62% +$1.6M 0.16% 111
2019
Q4 		$3.26M Buy
25,466
+16,158
+174% +$2.02M 0.15% 107
2019
Q3 		$1.17M Buy
+9,308
New +$1.13M 0.06% 181
2015
Q3 		– Sell
-13,179
Closed -$521K – 630
2015
Q2 		$521K Buy
+13,179
New +$479K 0.07% 124

Other funds holding FIVE

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Gradient Investments's FIVE Position: Q2 2026 in Review

Gradient Investments reduced its Five Below (FIVE) stake by 6.9% in Q2 2026, selling an estimated $199K and leaving 12,535 shares worth $2.25M. The position accounts for 0.03% of the portfolio, ranked #257.

Gradient Investments first reported a position in FIVE in Q2 2015 and has held it in 27 quarters since. The position peaked at $4.71M in Q3 2020. 56 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Gradient Investments held 12,535 shares of Five Below worth $2.25M as of Q2 2026.
  • Gradient Investments sold 923 Five Below shares in Q2 2026, an estimated $199K.
  • Five Below made up 0.03% of Gradient Investments's portfolio in Q2 2026, its #257 holding.
  • Gradient Investments first reported a position in Five Below in Q2 2015 and has held it in 27 quarters since.
  • Gradient Investments's Five Below position peaked at $4.71M in Q3 2020.
  • 56 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.