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Private Wealth Management Group’s FIVE9 FIVN Stock Holding History

Private Wealth Management Group’s Portfolio FIVN Stock Details FIVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-57
Closed -$1.55K – 1532
2025
Q1 		$1.55K Sell
57
-30
-34% -$1.1K ﹤0.01% 1141
2024
Q4 		$3.54K Buy
87
+48
+123% +$1.73K ﹤0.01% 878
2024
Q3 		$1.12K Buy
39
+14
+56% +$505 ﹤0.01% 1249
2024
Q2 		$1.1K Buy
25
+8
+47% +$416 ﹤0.01% 1247
2024
Q1 		$1.06K Buy
+17
New +$1.18K ﹤0.01% 1246

Other funds holding FIVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Wealth Management Group's FIVN Position: Q2 2025 in Review

Private Wealth Management Group sold out of FIVE9 (FIVN) in Q2 2025, closing a stake of 57 shares — an estimated $1.55K sold.

Private Wealth Management Group first reported a position in FIVN in Q1 2024 and held it in 5 quarters. The position peaked at $3.54K in Q4 2024. 294 funds tracked by Wall St. Rank hold FIVN as of Q2 2025.

  • Private Wealth Management Group reported no remaining FIVE9 position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 57 FIVE9 shares in Q2 2025, an estimated $1.55K.
  • Private Wealth Management Group first reported a position in FIVE9 in Q1 2024 and held it in 5 quarters.
  • Private Wealth Management Group's FIVE9 position peaked at $3.54K in Q4 2024.
  • 294 funds tracked by Wall St. Rank held FIVE9 as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.