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 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 $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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Obermeyer Wealth Partners's FIVE Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its Five Below (FIVE) stake by 32% in Q1 2026, selling an estimated $201K and leaving 2,000 shares worth $457K. The position accounts for 0.02% of the portfolio, ranked #182.

Obermeyer Wealth Partners first reported a position in FIVE in Q4 2022 and has held it in 9 quarters since. The position peaked at $558K in Q4 2025. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

Obermeyer Wealth Partners held 2,000 shares of Five Below worth $457K as of Q1 2026.
Obermeyer Wealth Partners sold 962 Five Below shares in Q1 2026, an estimated $201K.
Five Below made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #182 holding.
Obermeyer Wealth Partners first reported a position in Five Below in Q4 2022 and has held it in 9 quarters since.
Obermeyer Wealth Partners's Five Below position peaked at $558K in Q4 2025.
628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.