NWM
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Northwest Wealth Management’s Five Below FIVE Stock Holding History

Northwest Wealth Management’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 		– Sell
-945
Closed -$216K – 273
2026
Q1 		$216K Buy
+945
New +$198K 0.03% 229

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WA
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CTB
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Envestnet Asset Management
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CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Northwest Wealth Management's FIVE Position: Q2 2026 in Review

Northwest Wealth Management sold out of Five Below (FIVE) in Q2 2026, closing a stake of 945 shares — an estimated $216K sold.

Northwest Wealth Management first reported a position in FIVE in Q1 2026 and held it in 1 quarter. The position peaked at $216K in Q1 2026. 183 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Northwest Wealth Management reported no remaining Five Below position as of Q2 2026 after selling out during the quarter.
  • Northwest Wealth Management sold 945 Five Below shares in Q2 2026, an estimated $216K.
  • Northwest Wealth Management first reported a position in Five Below in Q1 2026 and held it in 1 quarter.
  • Northwest Wealth Management's Five Below position peaked at $216K in Q1 2026.
  • 183 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.