NA
FIVE icon

NewEdge Advisors’s Five Below FIVE Stock Holding History

NewEdge 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
2026
Q1 		$677K Buy
2,964
+262
+10% +$54.8K ﹤0.01% 1760
2025
Q4 		$509K Buy
2,702
+1,239
+85% +$201K ﹤0.01% 1953
2025
Q3 		$226K Sell
1,463
-1
-0.1% -$141 ﹤0.01% 2356
2025
Q2 		$192K Buy
1,464
+368
+34% +$35.8K ﹤0.01% 2232
2025
Q1 		$82.1K Buy
1,096
+645
+143% +$56.7K ﹤0.01% 2361
2024
Q4 		$47.3K Sell
451
-24
-5% -$2.3K ﹤0.01% 2540
2024
Q3 		$42K Sell
475
-220
-32% -$18.5K ﹤0.01% 2495
2024
Q2 		$75.7K Sell
695
-1,058
-60% -$147K ﹤0.01% 2199
2024
Q1 		$318K Buy
1,753
+1,357
+343% +$261K ﹤0.01% 1609
2023
Q4 		$84.4K Buy
396
+86
+28% +$15.8K ﹤0.01% 2012
2023
Q3 		$49.9K Sell
310
-4,403
-93% -$805K ﹤0.01% 2097
2023
Q2 		$926K Sell
4,713
-403
-8% -$78.8K 0.01% 904
2023
Q1 		$1.05M Buy
5,116
+4,704
+1,142% +$926K 0.01% 766
2022
Q4 		$56.4K Buy
+412
New +$64.8K ﹤0.01% 1668
2018
Q4 		– Sell
-3,043
Closed -$396K – 654
2018
Q3 		$396K Buy
+3,043
New +$339K 0.03% 421
2017
Q3 		– Sell
-240
Closed -$10.9K – 623
2017
Q2 		$10.9K Buy
+240
New +$11.8K ﹤0.01% 934

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

NewEdge Advisors's FIVE Position: Q1 2026 in Review

NewEdge Advisors increased its Five Below (FIVE) stake by 9.7% in Q1 2026, buying an estimated $54.8K and bringing the position to 2,964 shares worth $677K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

NewEdge Advisors first reported a position in FIVE in Q2 2017 and has held it in 16 quarters since. The position peaked at $1.05M in Q1 2023. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • NewEdge Advisors held 2,964 shares of Five Below worth $677K as of Q1 2026.
  • NewEdge Advisors bought 262 Five Below shares in Q1 2026, an estimated $54.8K.
  • Five Below made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1760 holding.
  • NewEdge Advisors first reported a position in Five Below in Q2 2017 and has held it in 16 quarters since.
  • NewEdge Advisors's Five Below position peaked at $1.05M in Q1 2023.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.