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Meadowbrook Wealth Management’s Five Below FIVE Stock Holding History

Meadowbrook Wealth 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 		– Sell
-4,067
Closed -$929K – 83
2026
Q1 		$929K Buy
4,067
+13
+0.3% +$2.72K 1.23% 28
2025
Q4 		$764K Buy
4,054
+2,433
+150% +$396K 0.87% 30
2025
Q3 		$251K Buy
+1,621
New +$229K 0.26% 76

Other funds holding FIVE

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Meadowbrook Wealth Management's FIVE Position: Q2 2026 in Review

Meadowbrook Wealth Management sold out of Five Below (FIVE) in Q2 2026, closing a stake of 4,067 shares — an estimated $929K sold.

Meadowbrook Wealth Management first reported a position in FIVE in Q3 2025 and held it in 3 quarters. The position peaked at $929K in Q1 2026. 85 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Meadowbrook Wealth Management reported no remaining Five Below position as of Q2 2026 after selling out during the quarter.
  • Meadowbrook Wealth Management sold 4,067 Five Below shares in Q2 2026, an estimated $929K.
  • Meadowbrook Wealth Management first reported a position in Five Below in Q3 2025 and held it in 3 quarters.
  • Meadowbrook Wealth Management's Five Below position peaked at $929K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.