Gradient Investments
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
Q3 		$1.99M Sell
9,069
-3,466
-28% -$777K 0.03% 262
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

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Gradient Investments's FIVE Position: Q3 2026 in Review

Gradient Investments reduced its Five Below (FIVE) stake by 28% in Q3 2026, selling an estimated $777K and leaving 9,069 shares worth $1.99M. The position accounts for 0.03% of the portfolio, ranked #262.

Gradient Investments first reported a position in FIVE in Q2 2015 and has held it in 28 quarters since. The position peaked at $4.71M in Q3 2020. 111 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • Gradient Investments held 9,069 shares of Five Below worth $1.99M as of Q3 2026.
  • Gradient Investments sold 3,466 Five Below shares in Q3 2026, an estimated $777K.
  • Five Below made up 0.03% of Gradient Investments's portfolio in Q3 2026, its #262 holding.
  • Gradient Investments first reported a position in Five Below in Q2 2015 and has held it in 28 quarters since.
  • Gradient Investments's Five Below position peaked at $4.71M in Q3 2020.
  • 111 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.