Lido Advisors
FIVE icon

Lido Advisors’s Five Below FIVE Stock Holding History

Lido Advisors’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 		$328K Sell
1,826
-1,744
-49% -$376K ﹤0.01% 1719
2026
Q1 		$816K Buy
3,570
+1,011
+40% +$212K ﹤0.01% 1062
2025
Q4 		$399K Buy
2,559
+68
+3% +$11.1K ﹤0.01% 1406
2025
Q3 		$385K Buy
+2,491
New +$352K ﹤0.01% 1352

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 $3.38T AUM 44.17% 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

Lido Advisors's FIVE Position: Q2 2026 in Review

Lido Advisors reduced its Five Below (FIVE) stake by 49% in Q2 2026, selling an estimated $376K and leaving 1,826 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Lido Advisors first reported a position in FIVE in Q3 2025 and has held it in 4 quarters since. The position peaked at $816K in Q1 2026. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Lido Advisors held 1,826 shares of Five Below worth $328K as of Q2 2026.
  • Lido Advisors sold 1,744 Five Below shares in Q2 2026, an estimated $376K.
  • Five Below made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1719 holding.
  • Lido Advisors first reported a position in Five Below in Q3 2025 and has held it in 4 quarters since.
  • Lido Advisors's Five Below position peaked at $816K in Q1 2026.
  • 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.