Hardy Reed’s Five Below FIVE Stock Holding History

Hardy Reed’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	$249K	Sell	1,091 -91	-8%	-$19K	0.02%	215
2025 Q4	$223K	Buy	+1,182	New	+$192K	0.02%	223
2025 Q3	–	Sell	-1,923	Closed	-$252K	–	247
2025 Q2	$252K	Buy	+1,923	New	+$187K	0.02%	207
2025 Q1	–	Sell	-1,909	Closed	-$200K	–	240
2024 Q4	$200K	Buy	+1,909	New	+$183K	0.02%	243
2024 Q3	–	Sell	-1,909	Closed	-$208K	–	246
2024 Q2	$208K	Buy	1,909 +446	+30%	+$61.8K	0.02%	223
2024 Q1	$265K	Sell	1,463 -1	-0.1%	-$193	0.03%	98
2023 Q4	$312K	Buy	1,464 +3	+0.2%	+$551	0.04%	91
2023 Q3	$235K	Hold	1,461	–	–	0.04%	89
2023 Q2	$287K	Hold	1,461	–	–	0.05%	76
2023 Q1	$301K	Hold	1,461	–	–	0.05%	84
2022 Q4	$258K	Sell	1,461 -178	-11%	-$28K	0.05%	88
2022 Q3	$226K	Buy	+1,639	New	+$215K	0.05%	81
2022 Q2	–	Sell	-1,457	Closed	-$231K	–	88
2022 Q1	$231K	Hold	1,457	–	–	0.04%	77
2021 Q4	$301K	Hold	1,457	–	–	0.05%	80
2021 Q3	$258K	Sell	1,457 -49	-3%	-$9.76K	0.05%	86
2021 Q2	$291K	Hold	1,506	–	–	0.05%	82
2021 Q1	$287K	Hold	1,506	–	–	0.06%	80
2020 Q4	$264K	Sell	1,506 -637	-30%	-$94.3K	0.06%	84
2020 Q3	$272K	Hold	2,143	–	–	0.07%	69
2020 Q2	$229K	Buy	+2,143	New	+$201K	0.08%	70

Other funds holding FIVE

BlackRock New York $5.72T 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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Hardy Reed's FIVE Position: Q1 2026 in Review

Hardy Reed reduced its Five Below (FIVE) stake by 7.7% in Q1 2026, selling an estimated $19K and leaving 1,091 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #215.

Hardy Reed first reported a position in FIVE in Q2 2020 and has held it in 20 quarters since. The position peaked at $312K in Q4 2023. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

Hardy Reed held 1,091 shares of Five Below worth $249K as of Q1 2026.
Hardy Reed sold 91 Five Below shares in Q1 2026, an estimated $19K.
Five Below made up 0.02% of Hardy Reed's portfolio in Q1 2026, its #215 holding.
Hardy Reed first reported a position in Five Below in Q2 2020 and has held it in 20 quarters since.
Hardy Reed's Five Below position peaked at $312K in Q4 2023.
628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.