MYIA
FIVE icon

Mount Yale Investment Advisors’s Five Below FIVE Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-200
Closed -$26.2K – 1000
2025
Q2 		$26.2K Buy
+200
New +$19.5K ﹤0.01% 987
2020
Q1 		– Sell
-3,877
Closed -$439K – 310
2019
Q4 		$439K Buy
3,877
+313
+9% +$39.2K 0.08% 231
2019
Q3 		$439K Sell
3,564
-48
-1% -$5.83K 0.08% 212
2019
Q2 		$398K Sell
3,612
-652
-15% -$85.8K 0.07% 226
2019
Q1 		$530K Sell
4,264
-104
-2% -$12.6K 0.1% 164
2018
Q4 		$568K Buy
+4,368
New +$483K 0.12% 158

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mount Yale Investment Advisors's FIVE Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Five Below (FIVE) in Q3 2025, closing a stake of 200 shares — an estimated $26.2K sold.

Mount Yale Investment Advisors first reported a position in FIVE in Q4 2018 and held it in 6 quarters. The position peaked at $568K in Q4 2018. 502 funds tracked by Wall St. Rank hold FIVE as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Five Below position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 200 Five Below shares in Q3 2025, an estimated $26.2K.
  • Mount Yale Investment Advisors first reported a position in Five Below in Q4 2018 and held it in 6 quarters.
  • Mount Yale Investment Advisors's Five Below position peaked at $568K in Q4 2018.
  • 502 funds tracked by Wall St. Rank held Five Below as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.