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N.E.W. Advisory Services’s FIVE9 FIVN Stock Holding History

N.E.W. Advisory Services’s Portfolio FIVN Stock Details FIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-32
Closed -$774 – 908
2025
Q3 		$774 Sell
32
-3
-9% -$79 ﹤0.01% 815
2025
Q2 		$927 Hold
35
– – ﹤0.01% 803
2025
Q1 		$950 Buy
+35
New +$1.28K ﹤0.01% 866

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

N.E.W. Advisory Services's FIVN Position: Q4 2025 in Review

N.E.W. Advisory Services sold out of FIVE9 (FIVN) in Q4 2025, closing a stake of 32 shares — an estimated $774 sold.

N.E.W. Advisory Services first reported a position in FIVN in Q1 2025 and held it in 3 quarters. The position peaked at $950 in Q1 2025. 288 funds tracked by Wall St. Rank hold FIVN as of Q4 2025.

  • N.E.W. Advisory Services reported no remaining FIVE9 position as of Q4 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 32 FIVE9 shares in Q4 2025, an estimated $774.
  • N.E.W. Advisory Services first reported a position in FIVE9 in Q1 2025 and held it in 3 quarters.
  • N.E.W. Advisory Services's FIVE9 position peaked at $950 in Q1 2025.
  • 288 funds tracked by Wall St. Rank held FIVE9 as of Q4 2025.

Based on N.E.W. Advisory Services's 13F filing for Q4 2025, filed 28 Jan 2026.