HFM
FIVE icon

Harvest Fund Management’s Five Below FIVE Stock Holding History

Harvest Fund Management’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 		$364K Sell
2,024
-70
-3% -$15.1K 0.01% 230
2026
Q1 		$478K Buy
2,094
+32
+2% +$6.7K 0.02% 209
2025
Q4 		$388K Buy
2,062
+1,218
+144% +$198K 0.01% 278
2025
Q3 		$131K Hold
844
– – 0.01% 367
2025
Q2 		$111K Buy
+844
New +$82.2K 0.01% 374
2025
Q1 		– Sell
-4,267
Closed -$440K – 729
2024
Q4 		$440K Buy
+4,267
New +$408K 0.02% 351
2023
Q2 		– Sell
-363
Closed -$75K – 698
2023
Q1 		$75K Hold
363
– – 0.02% 402
2022
Q4 		$64K Buy
363
+353
+3,530% +$55.5K 0.02% 430
2022
Q3 		$1K Hold
10
– – ﹤0.01% 778
2022
Q2 		$1K Hold
10
– – ﹤0.01% 698
2022
Q1 		$1K Hold
10
– – ﹤0.01% 723
2021
Q4 		$2K Hold
10
– – ﹤0.01% 748
2021
Q3 		$1K Sell
10
-351
-97% -$69.9K ﹤0.01% 750
2021
Q2 		$70K Hold
361
– – 0.01% 350
2021
Q1 		$68K Sell
361
-82
-19% -$15.5K 0.01% 331
2020
Q4 		$77K Buy
+443
New +$65.6K 0.01% 302
2019
Q2 		– Sell
-701
Closed -$87K – 394
2019
Q1 		$87K Buy
701
+303
+76% +$36.7K 0.01% 218
2018
Q4 		$41K Sell
398
-1,458
-79% -$161K 0.01% 270
2018
Q3 		$241K Buy
+1,856
New +$207K 0.04% 128

Other funds holding FIVE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harvest Fund Management's FIVE Position: Q2 2026 in Review

Harvest Fund Management reduced its Five Below (FIVE) stake by 3.3% in Q2 2026, selling an estimated $15.1K and leaving 2,024 shares worth $364K. The position accounts for 0.01% of the portfolio, ranked #230.

Harvest Fund Management first reported a position in FIVE in Q3 2018 and has held it in 19 quarters since. The position peaked at $478K in Q1 2026. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Harvest Fund Management held 2,024 shares of Five Below worth $364K as of Q2 2026.
  • Harvest Fund Management sold 70 Five Below shares in Q2 2026, an estimated $15.1K.
  • Five Below made up 0.01% of Harvest Fund Management's portfolio in Q2 2026, its #230 holding.
  • Harvest Fund Management first reported a position in Five Below in Q3 2018 and has held it in 19 quarters since.
  • Harvest Fund Management's Five Below position peaked at $478K in Q1 2026.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.