MPWT
FIVE icon

MassMutual Private Wealth & Trust’s Five Below FIVE Stock Holding History

MassMutual Private Wealth & Trust’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 		$10.6K Sell
59
-2
-3% -$431 ﹤0.01% 1384
2026
Q1 		$13.9K Buy
61
+2
+3% +$419 ﹤0.01% 1240
2025
Q4 		$11.1K Buy
59
+18
+44% +$2.93K ﹤0.01% 1337
2025
Q3 		$6.34K Sell
41
-20
-33% -$2.83K ﹤0.01% 1584
2025
Q2 		$8K Sell
61
-42
-41% -$4.09K ﹤0.01% 1452
2025
Q1 		$7.72K Buy
103
+30
+41% +$2.64K ﹤0.01% 1396
2024
Q4 		$7.66K Buy
73
+3
+4% +$287 ﹤0.01% 1364
2024
Q3 		$6.18K Sell
70
-54
-44% -$4.55K ﹤0.01% 1296
2024
Q2 		$13.5K Sell
124
-56
-31% -$7.75K ﹤0.01% 978
2024
Q1 		$32.6K Buy
180
+5
+3% +$963 ﹤0.01% 708
2023
Q4 		$37.3K Buy
175
+26
+17% +$4.77K ﹤0.01% 675
2023
Q3 		$24K Sell
149
-28
-16% -$5.12K ﹤0.01% 759
2023
Q2 		$34.8K Sell
177
-3
-2% -$586 ﹤0.01% 634
2023
Q1 		$37.1K Buy
180
+76
+73% +$15K ﹤0.01% 582
2022
Q4 		$18K Buy
104
+3
+3% +$472 ﹤0.01% 658
2022
Q3 		$14K Buy
101
+49
+94% +$6.43K ﹤0.01% 666
2022
Q2 		$6K Buy
52
+41
+373% +$5.9K ﹤0.01% 835
2022
Q1 		$2K Sell
11
-28
-72% -$4.67K ﹤0.01% 1150
2021
Q4 		$8K Sell
39
-1
-3% -$197 ﹤0.01% 778
2021
Q3 		$7K Buy
40
+5
+14% +$995 ﹤0.01% 783
2021
Q2 		$7K Sell
35
-26
-43% -$4.96K ﹤0.01% 756
2021
Q1 		$12K Buy
61
+26
+74% +$4.9K ﹤0.01% 581
2020
Q4 		$6K Hold
35
– – ﹤0.01% 659
2020
Q3 		$4K Hold
35
– – ﹤0.01% 657
2020
Q2 		$4K Hold
35
– – ﹤0.01% 620
2020
Q1 		$2K Hold
35
– – ﹤0.01% 615
2019
Q4 		$4K Hold
35
– – ﹤0.01% 715
2019
Q3 		$4K Hold
35
– – ﹤0.01% 707
2019
Q2 		$4K Hold
35
– – ﹤0.01% 668
2019
Q1 		$4.35K Buy
+35
New +$4.24K ﹤0.01% 702
2018
Q1 		– Sell
-471
Closed -$31.2K – 1017
2017
Q4 		$31.2K Hold
471
– – ﹤0.01% 490
2017
Q3 		$25.8K Buy
+471
New +$23.1K ﹤0.01% 604

Other funds holding FIVE

SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MassMutual Private Wealth & Trust's FIVE Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Five Below (FIVE) stake by 3.3% in Q2 2026, selling an estimated $431 and leaving 59 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

MassMutual Private Wealth & Trust first reported a position in FIVE in Q3 2017 and has held it in 32 quarters since. The position peaked at $37.3K in Q4 2023. 179 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • MassMutual Private Wealth & Trust held 59 shares of Five Below worth $10.6K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 2 Five Below shares in Q2 2026, an estimated $431.
  • Five Below made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1384 holding.
  • MassMutual Private Wealth & Trust first reported a position in Five Below in Q3 2017 and has held it in 32 quarters since.
  • MassMutual Private Wealth & Trust's Five Below position peaked at $37.3K in Q4 2023.
  • 179 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.