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Moisand Fitzgerald Tamayo’s Five Below FIVE Stock Holding History

Moisand Fitzgerald Tamayo’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
Q4 		– Sell
-14
Closed -$2.17K – 534
2025
Q3 		$2.17K Hold
14
– – ﹤0.01% 504
2025
Q2 		$1.84K Hold
14
– – ﹤0.01% 507
2025
Q1 		$1.05K Hold
14
– – ﹤0.01% 537
2024
Q4 		$1.47K Hold
14
– – ﹤0.01% 534
2024
Q3 		$1.24K Hold
14
– – ﹤0.01% 560
2024
Q2 		$1.53K Hold
14
– – ﹤0.01% 520
2024
Q1 		$2.54K Hold
14
– – ﹤0.01% 471
2023
Q4 		$2.98K Hold
14
– – ﹤0.01% 483
2023
Q3 		$2.25K Sell
14
-62
-82% -$11.3K ﹤0.01% 540
2023
Q2 		$14.9K Hold
76
– – ﹤0.01% 280
2023
Q1 		$15.7K Buy
76
+62
+443% +$12.2K ﹤0.01% 282
2022
Q4 		$2.48K Buy
14
+5
+56% +$786 ﹤0.01% 513
2022
Q3 		$1K Buy
+9
New +$1.18K ﹤0.01% 596

Other funds holding FIVE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Moisand Fitzgerald Tamayo's FIVE Position: Q4 2025 in Review

Moisand Fitzgerald Tamayo sold out of Five Below (FIVE) in Q4 2025, closing a stake of 14 shares — an estimated $2.17K sold.

Moisand Fitzgerald Tamayo first reported a position in FIVE in Q3 2022 and held it in 13 quarters. The position peaked at $15.7K in Q1 2023. 552 funds tracked by Wall St. Rank hold FIVE as of Q4 2025.

  • Moisand Fitzgerald Tamayo reported no remaining Five Below position as of Q4 2025 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 14 Five Below shares in Q4 2025, an estimated $2.17K.
  • Moisand Fitzgerald Tamayo first reported a position in Five Below in Q3 2022 and held it in 13 quarters.
  • Moisand Fitzgerald Tamayo's Five Below position peaked at $15.7K in Q1 2023.
  • 552 funds tracked by Wall St. Rank held Five Below as of Q4 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2025, filed 14 Jan 2026.