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Ridgewood Investments’s Five Below FIVE Stock Holding History

Ridgewood Investments’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
2025
Q3 		– Sell
-152
Closed -$19.9K – 372
2025
Q2 		$19.9K Hold
152
– – 0.01% 445
2025
Q1 		$11.4K Hold
152
– – 0.01% 468
2024
Q4 		$16K Hold
152
– – 0.01% 446
2024
Q3 		$13.4K Hold
152
– – 0.01% 462
2024
Q2 		$16.6K Buy
+152
New +$21K 0.01% 456
2023
Q3 		– Sell
-152
Closed -$29.9K – 386
2023
Q2 		$29.9K Hold
152
– – 0.02% 403
2023
Q1 		$31.3K Buy
+152
New +$29.9K 0.02% 407

Other funds holding FIVE

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ridgewood Investments's FIVE Position: Q3 2025 in Review

Ridgewood Investments sold out of Five Below (FIVE) in Q3 2025, closing a stake of 152 shares — an estimated $19.9K sold.

Ridgewood Investments first reported a position in FIVE in Q1 2023 and held it in 7 quarters. The position peaked at $31.3K in Q1 2023. 502 funds tracked by Wall St. Rank hold FIVE as of Q3 2025.

  • Ridgewood Investments reported no remaining Five Below position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 152 Five Below shares in Q3 2025, an estimated $19.9K.
  • Ridgewood Investments first reported a position in Five Below in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's Five Below position peaked at $31.3K in Q1 2023.
  • 502 funds tracked by Wall St. Rank held Five Below as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.