Physician Wealth Advisors
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Physician Wealth Advisors’s Five Below FIVE Stock Holding History

Physician Wealth 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
Q3 		$1.1K Sell
5
-1
-17% -$224 ﹤0.01% 1893
2026
Q2 		$1.08K Buy
6
+3
+100% +$646 ﹤0.01% 1801
2026
Q1 		$686 Hold
3
– – ﹤0.01% 1815
2025
Q4 		$566 Hold
3
– – ﹤0.01% 1818
2025
Q3 		$465 Buy
+3
New +$424 ﹤0.01% 1840

Other funds holding FIVE

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

Physician Wealth Advisors's FIVE Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Five Below (FIVE) stake by 17% in Q3 2026, selling an estimated $224 and leaving 5 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

Physician Wealth Advisors first reported a position in FIVE in Q3 2025 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • Physician Wealth Advisors held 5 shares of Five Below worth $1.1K as of Q3 2026.
  • Physician Wealth Advisors sold 1 Five Below share in Q3 2026, an estimated $224.
  • Five Below made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1893 holding.
  • Physician Wealth Advisors first reported a position in Five Below in Q3 2025 and has held it in 5 quarters since.
  • 158 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.