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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
Q2 		$235K Sell
1,308
-344
-21% -$74.1K ﹤0.01% 1174
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ritholtz Wealth Management's FIVE Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Five Below (FIVE) stake by 21% in Q2 2026, selling an estimated $74.1K and leaving 1,308 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Ritholtz Wealth Management first reported a position in FIVE in Q3 2022 and has held it in 4 quarters since. The position peaked at $377K in Q1 2026. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Ritholtz Wealth Management held 1,308 shares of Five Below worth $235K as of Q2 2026.
  • Ritholtz Wealth Management sold 344 Five Below shares in Q2 2026, an estimated $74.1K.
  • Five Below made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1174 holding.
  • Ritholtz Wealth Management first reported a position in Five Below in Q3 2022 and has held it in 4 quarters since.
  • Ritholtz Wealth Management's Five Below position peaked at $377K in Q1 2026.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.