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Sagespring Wealth Partners’s Five Below FIVE Stock Holding History

Sagespring Wealth Partners’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 		$202K Sell
1,126
-70
-6% -$15.1K ﹤0.01% 828
2026
Q1 		$273K Buy
+1,196
New +$250K 0.01% 696

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

Sagespring Wealth Partners's FIVE Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Five Below (FIVE) stake by 5.9% in Q2 2026, selling an estimated $15.1K and leaving 1,126 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Sagespring Wealth Partners first reported a position in FIVE in Q1 2026 and has held it in 2 quarters since. The position peaked at $273K in Q1 2026. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Sagespring Wealth Partners held 1,126 shares of Five Below worth $202K as of Q2 2026.
  • Sagespring Wealth Partners sold 70 Five Below shares in Q2 2026, an estimated $15.1K.
  • Five Below made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #828 holding.
  • Sagespring Wealth Partners first reported a position in Five Below in Q1 2026 and has held it in 2 quarters since.
  • Sagespring Wealth Partners's Five Below position peaked at $273K in Q1 2026.
  • 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.