PWMG
FIVE icon

Private Wealth Management Group’s Five Below FIVE Stock Holding History

Private Wealth Management Group’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 		$1.83K Hold
8
– – ﹤0.01% 1109
2025
Q4 		$1.51K Hold
8
– – ﹤0.01% 1169
2025
Q3 		$1.24K Hold
8
– – ﹤0.01% 1230
2025
Q2 		$1.05K Hold
8
– – ﹤0.01% 1272
2025
Q1 		$600 Hold
8
– – ﹤0.01% 1366
2024
Q4 		$840 Hold
8
– – ﹤0.01% 1341
2024
Q3 		$707 Sell
8
-16
-67% -$1.35K ﹤0.01% 1356
2024
Q2 		$2.62K Buy
24
+14
+140% +$1.94K ﹤0.01% 957
2024
Q1 		$1.81K Hold
10
– – ﹤0.01% 1018
2023
Q4 		$2.13K Buy
+10
New +$1.84K ﹤0.01% 953

Other funds holding FIVE

BlackRock
BlackRock New York $5.7T 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
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return