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Ritholtz Wealth Management’s Five Below FIVE Stock Holding History

Ritholtz Wealth Management’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 		$377K Buy
1,652
+236
+17% +$49.4K 0.01% 890
2025
Q4 		$267K Buy
+1,416
New +$230K ﹤0.01% 953
2022
Q4 		– Sell
-1,745
Closed -$240K – 640
2022
Q3 		$240K Buy
+1,745
New +$229K 0.01% 612

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T 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 $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Ritholtz Wealth Management's FIVE Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Five Below (FIVE) stake by 17% in Q1 2026, buying an estimated $49.4K and bringing the position to 1,652 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #890.

Ritholtz Wealth Management first reported a position in FIVE in Q3 2022 and has held it in 3 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Ritholtz Wealth Management held 1,652 shares of Five Below worth $377K as of Q1 2026.
  • Ritholtz Wealth Management bought 236 Five Below shares in Q1 2026, an estimated $49.4K.
  • Five Below made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #890 holding.
  • Ritholtz Wealth Management first reported a position in Five Below in Q3 2022 and has held it in 3 quarters since.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.