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Marshall & Sterling Wealth Advisors’s Five Below FIVE Stock Holding History

Marshall & Sterling Wealth 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
2025
Q1 		– Sell
-35
Closed -$3.67K – 646
2024
Q4 		$3.67K Buy
+35
New +$3.35K ﹤0.01% 276

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's FIVE Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Five Below (FIVE) in Q1 2025, closing a stake of 35 shares — an estimated $3.67K sold.

Marshall & Sterling Wealth Advisors first reported a position in FIVE in Q4 2024 and held it in 1 quarter. The position peaked at $3.67K in Q4 2024. 409 funds tracked by Wall St. Rank hold FIVE as of Q1 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Five Below position as of Q1 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 35 Five Below shares in Q1 2025, an estimated $3.67K.
  • Marshall & Sterling Wealth Advisors first reported a position in Five Below in Q4 2024 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Five Below position peaked at $3.67K in Q4 2024.
  • 409 funds tracked by Wall St. Rank held Five Below as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.