Obermeyer Wealth Partners’s Five Below FIVE Stock Holding History

Obermeyer Wealth Partners’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	-2,000	Closed	-$457K	–	309
2026 Q1	$457K	Sell	2,000 -962	-32%	-$201K	0.02%	182
2025 Q4	$558K	Hold	2,962	–	–	0.03%	162
2025 Q3	$458K	Sell	2,962 -74	-2%	-$10.5K	0.02%	180
2025 Q2	$398K	Buy	+3,036	New	+$296K	0.02%	184
2024 Q2	–	Sell	-1,930	Closed	-$350K	–	252
2024 Q1	$350K	Buy	1,930 +268	+16%	+$51.6K	0.02%	177
2023 Q4	$354K	Hold	1,662	–	–	0.02%	153
2023 Q3	$267K	Buy	+1,662	New	+$304K	0.02%	170
2023 Q2	–	Sell	-1,000	Closed	-$284K	–	221
2023 Q1	$284K	Sell	1,000 -377	-27%	-$74.2K	0.02%	167
2022 Q4	$244K	Buy	+1,377	New	+$217K	0.02%	187

Other funds holding FIVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Obermeyer Wealth Partners's FIVE Position: Q2 2026 in Review

Obermeyer Wealth Partners sold out of Five Below (FIVE) in Q2 2026, closing a stake of 2,000 shares — an estimated $457K sold.

Obermeyer Wealth Partners first reported a position in FIVE in Q4 2022 and held it in 9 quarters. The position peaked at $558K in Q4 2025. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

Obermeyer Wealth Partners reported no remaining Five Below position as of Q2 2026 after selling out during the quarter.
Obermeyer Wealth Partners sold 2,000 Five Below shares in Q2 2026, an estimated $457K.
Obermeyer Wealth Partners first reported a position in Five Below in Q4 2022 and held it in 9 quarters.
Obermeyer Wealth Partners's Five Below position peaked at $558K in Q4 2025.
612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.