Plante Moran Financial Advisors’s Five Below FIVE Stock Holding History

Plante Moran Financial 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	$3.78K	Buy	+21	New	+$4.52K	﹤0.01%	672
2024 Q4	–	Sell	-3	Closed	-$265	–	941
2024 Q3	$265	Buy	+3	New	+$253	﹤0.01%	847
2022 Q3	–	Sell	-11	Closed	-$1K	–	920
2022 Q2	$1K	Buy	+11	New	+$1.58K	﹤0.01%	902
2021 Q4	–	Sell	-57	Closed	-$10K	–	1030
2021 Q3	$10K	Buy	+57	New	+$11.3K	﹤0.01%	690
2020 Q4	–	Sell	-107	Closed	-$14K	–	915
2020 Q3	$14K	Buy	+107	New	+$12.2K	﹤0.01%	556
2018 Q1	–	Sell	-95	Closed	-$6K	–	967
2017 Q4	$6K	Buy	+95	New	+$5.71K	﹤0.01%	675
2017 Q2	–	Sell	-50	Closed	-$2K	–	854
2017 Q1	$2K	Buy	+50	New	+$1.99K	﹤0.01%	792

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's FIVE Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Five Below (FIVE) in Q2 2026: 21 shares worth $3.78K. The stake represents ﹤0.01% of the portfolio and ranks #672 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in FIVE as recently as Q3 2024.

Plante Moran Financial Advisors first reported a position in FIVE in Q1 2017 and has held it in 7 quarters since. The position peaked at $14K in Q3 2020. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

Plante Moran Financial Advisors held 21 shares of Five Below worth $3.78K as of Q2 2026.
Five Below was a new Plante Moran Financial Advisors position in Q2 2026.
Five Below made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #672 holding.
Plante Moran Financial Advisors first reported a position in Five Below in Q1 2017 and has held it in 7 quarters since.
Plante Moran Financial Advisors's Five Below position peaked at $14K in Q3 2020.
612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.