Savvy Advisors Inc’s Five Below FIVE Stock Holding History

Savvy Advisors Inc’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	–	Sell	-1,108	Closed	-$253K	–	1290
2026 Q1	$253K	Sell	1,108 -85	-7%	-$17.8K	0.01%	952
2025 Q4	$225K	Buy	+1,193	New	+$194K	0.01%	902

Other funds holding FIVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Savvy Advisors Inc's FIVE Position: Q2 2026 in Review

Savvy Advisors Inc sold out of Five Below (FIVE) in Q2 2026, closing a stake of 1,108 shares — an estimated $253K sold.

Savvy Advisors Inc first reported a position in FIVE in Q4 2025 and held it in 2 quarters. The position peaked at $253K in Q1 2026. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

Savvy Advisors Inc reported no remaining Five Below position as of Q2 2026 after selling out during the quarter.
Savvy Advisors Inc sold 1,108 Five Below shares in Q2 2026, an estimated $253K.
Savvy Advisors Inc first reported a position in Five Below in Q4 2025 and held it in 2 quarters.
Savvy Advisors Inc's Five Below position peaked at $253K in Q1 2026.
612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.