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Hemington Wealth Management’s Five Below FIVE Stock Holding History

Hemington Wealth 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
2025
Q3 		$11K Buy
72
+58
+414% +$8.21K ﹤0.01% 847
2025
Q2 		$1K Buy
14
+9
+180% +$877 ﹤0.01% 1403
2025
Q1 		$0 Sell
5
-11
-69% -$967 ﹤0.01% 1579
2024
Q4 		$1K Buy
16
+15
+1,500% +$1.44K ﹤0.01% 1391
2024
Q3 		$0 Buy
+1
New +$84 ﹤0.01% 1569

Other funds holding FIVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Hemington Wealth Management's FIVE Position: Q3 2025 in Review

Hemington Wealth Management increased its Five Below (FIVE) stake by 414% in Q3 2025, buying an estimated $8.21K and bringing the position to 72 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Hemington Wealth Management first reported a position in FIVE in Q3 2024 and has held it in 5 quarters since. 502 funds tracked by Wall St. Rank hold FIVE as of Q3 2025.

  • Hemington Wealth Management held 72 shares of Five Below worth $11K as of Q3 2025.
  • Hemington Wealth Management bought 58 Five Below shares in Q3 2025, an estimated $8.21K.
  • Five Below made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #847 holding.
  • Hemington Wealth Management first reported a position in Five Below in Q3 2024 and has held it in 5 quarters since.
  • 502 funds tracked by Wall St. Rank held Five Below as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.