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Oakmont Investment Advisors’s Five Below FIVE Stock Holding History

Oakmont 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
2026
Q2 		– Sell
-1,154
Closed -$264K – 121
2026
Q1 		$264K Buy
+1,154
New +$241K 0.24% 84

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AQR Capital Management
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oakmont Investment Advisors's FIVE Position: Q2 2026 in Review

Oakmont Investment Advisors sold out of Five Below (FIVE) in Q2 2026, closing a stake of 1,154 shares — an estimated $264K sold.

Oakmont Investment Advisors first reported a position in FIVE in Q1 2026 and held it in 1 quarter. The position peaked at $264K in Q1 2026. 605 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Oakmont Investment Advisors reported no remaining Five Below position as of Q2 2026 after selling out during the quarter.
  • Oakmont Investment Advisors sold 1,154 Five Below shares in Q2 2026, an estimated $264K.
  • Oakmont Investment Advisors first reported a position in Five Below in Q1 2026 and held it in 1 quarter.
  • Oakmont Investment Advisors's Five Below position peaked at $264K in Q1 2026.
  • 605 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Oakmont Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.