Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Five Below FIVE Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-3,899
Closed -$603K – 752
2025
Q3 		$603K Buy
+3,899
New +$552K ﹤0.01% 970

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Kovitz Investment Group Partners's FIVE Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Five Below (FIVE) in Q4 2025, closing a stake of 3,899 shares — an estimated $603K sold.

Kovitz Investment Group Partners first reported a position in FIVE in Q3 2025 and held it in 1 quarter. The position peaked at $603K in Q3 2025. 552 funds tracked by Wall St. Rank hold FIVE as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Five Below position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,899 Five Below shares in Q4 2025, an estimated $603K.
  • Kovitz Investment Group Partners first reported a position in Five Below in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Five Below position peaked at $603K in Q3 2025.
  • 552 funds tracked by Wall St. Rank held Five Below as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.