MWPCG
FIVE icon

Measured Wealth Private Client Group’s Five Below FIVE Stock Holding History

Measured Wealth Private Client Group’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 		$515K Buy
2,867
+729
+34% +$157K 0.12% 114
2026
Q1 		$488K Buy
2,138
+415
+24% +$86.8K 0.13% 106
2025
Q4 		$325K Buy
+1,723
New +$280K 0.09% 135

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

Measured Wealth Private Client Group's FIVE Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Five Below (FIVE) stake by 34% in Q2 2026, buying an estimated $157K and bringing the position to 2,867 shares worth $515K. The position accounts for 0.12% of the portfolio, ranked #114.

Measured Wealth Private Client Group first reported a position in FIVE in Q4 2025 and has held it in 3 quarters since. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Measured Wealth Private Client Group held 2,867 shares of Five Below worth $515K as of Q2 2026.
  • Measured Wealth Private Client Group bought 729 Five Below shares in Q2 2026, an estimated $157K.
  • Five Below made up 0.12% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #114 holding.
  • Measured Wealth Private Client Group first reported a position in Five Below in Q4 2025 and has held it in 3 quarters since.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.