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True Wealth Design’s Five Below FIVE Stock Holding History

True Wealth Design’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 		$136K Sell
759
-87
-10% -$18.7K 0.03% 181
2026
Q1 		$193K Buy
846
+155
+22% +$32.4K 0.05% 100
2025
Q4 		$130K Buy
691
+129
+23% +$21K 0.04% 138
2025
Q3 		$86.9K Buy
562
+113
+25% +$16K 0.03% 190
2025
Q2 		$58.9K Buy
449
+427
+1,941% +$41.6K 0.02% 182
2025
Q1 		$1.65K Sell
22
-12
-35% -$1.05K ﹤0.01% 1079
2024
Q4 		$3.57K Buy
34
+33
+3,300% +$3.16K ﹤0.01% 602
2024
Q3 		$89 Sell
1
-2
-67% -$168 ﹤0.01% 1236
2024
Q2 		$327 Buy
3
+1
+50% +$138 ﹤0.01% 705
2024
Q1 		$363 Hold
2
– – ﹤0.01% 684
2023
Q4 		$427 Hold
2
– – ﹤0.01% 508
2023
Q3 		$322 Hold
2
– – ﹤0.01% 542
2023
Q2 		$394 Hold
2
– – ﹤0.01% 504
2023
Q1 		$412 Hold
2
– – ﹤0.01% 573
2022
Q4 		$354 Buy
+2
New +$315 ﹤0.01% 545

Other funds holding FIVE

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

True Wealth Design's FIVE Position: Q2 2026 in Review

True Wealth Design reduced its Five Below (FIVE) stake by 10% in Q2 2026, selling an estimated $18.7K and leaving 759 shares worth $136K. The position accounts for 0.03% of the portfolio, ranked #181.

True Wealth Design first reported a position in FIVE in Q4 2022 and has held it in 15 quarters since. The position peaked at $193K in Q1 2026. 71 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • True Wealth Design held 759 shares of Five Below worth $136K as of Q2 2026.
  • True Wealth Design sold 87 Five Below shares in Q2 2026, an estimated $18.7K.
  • Five Below made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #181 holding.
  • True Wealth Design first reported a position in Five Below in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Five Below position peaked at $193K in Q1 2026.
  • 71 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.