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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
Q3 		$227K Buy
1,033
+274
+36% +$61.5K 0.05% 109
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% -$1.06K ﹤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

Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Franklin Street Advisors
Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return

True Wealth Design's FIVE Position: Q3 2026 in Review

True Wealth Design increased its Five Below (FIVE) stake by 36% in Q3 2026, buying an estimated $61.5K and bringing the position to 1,033 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #109.

True Wealth Design first reported a position in FIVE in Q4 2022 and has held it in 16 quarters since. 65 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • True Wealth Design held 1,033 shares of Five Below worth $227K as of Q3 2026.
  • True Wealth Design bought 274 Five Below shares in Q3 2026, an estimated $61.5K.
  • Five Below made up 0.05% of True Wealth Design's portfolio in Q3 2026, its #109 holding.
  • True Wealth Design first reported a position in Five Below in Q4 2022 and has held it in 16 quarters since.
  • 65 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.