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Marsico Capital Management’s Five Below FIVE Stock Holding History

Marsico Capital 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 		$13M Buy
72,578
+38,420
+112% +$8.27M 0.34% 57
2026
Q1 		$7.8M Hold
34,158
– – 0.23% 59
2025
Q4 		$6.43M Buy
+34,158
New +$5.55M 0.18% 64
2023
Q4 		– Sell
-11,557
Closed -$1.86M – 71
2023
Q3 		$1.86M Hold
11,557
– – 0.08% 63
2023
Q2 		$2.27M Hold
11,557
– – 0.09% 60
2023
Q1 		$2.38M Buy
+11,557
New +$2.28M 0.11% 59

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

Marsico Capital Management's FIVE Position: Q2 2026 in Review

Marsico Capital Management increased its Five Below (FIVE) stake by 112% in Q2 2026, buying an estimated $8.27M and bringing the position to 72,578 shares worth $13M. The position accounts for 0.34% of the portfolio, ranked #57.

Marsico Capital Management first reported a position in FIVE in Q1 2023 and has held it in 6 quarters since. 610 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Marsico Capital Management held 72,578 shares of Five Below worth $13M as of Q2 2026.
  • Marsico Capital Management bought 38,420 Five Below shares in Q2 2026, an estimated $8.27M.
  • Five Below made up 0.34% of Marsico Capital Management's portfolio in Q2 2026, its #57 holding.
  • Marsico Capital Management first reported a position in Five Below in Q1 2023 and has held it in 6 quarters since.
  • 610 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Marsico Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.