VWA
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Valued Wealth Advisors’s Five Below FIVE Stock Holding History

Valued Wealth Advisors’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
Q1 		$5.48K Buy
24
+13
+118% +$2.72K ﹤0.01% 385
2025
Q4 		$2.07K Hold
11
– – ﹤0.01% 396
2025
Q3 		$1.7K Hold
11
– – ﹤0.01% 395
2025
Q2 		$1.44K Hold
11
– – ﹤0.01% 408
2025
Q1 		$825 Hold
11
– – ﹤0.01% 507
2024
Q4 		$1.16K Hold
11
– – ﹤0.01% 461
2024
Q3 		$972 Sell
11
-6
-35% -$505 ﹤0.01% 457
2024
Q2 		$1.85K Hold
17
– – ﹤0.01% 372
2024
Q1 		$3.08K Hold
17
– – ﹤0.01% 307
2023
Q4 		$2.74K Buy
+17
New +$3.12K ﹤0.01% 270

Other funds holding FIVE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Valued Wealth Advisors's FIVE Position: Q1 2026 in Review

Valued Wealth Advisors increased its Five Below (FIVE) stake by 118% in Q1 2026, buying an estimated $2.72K and bringing the position to 24 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Valued Wealth Advisors first reported a position in FIVE in Q4 2023 and has held it in 10 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Valued Wealth Advisors held 24 shares of Five Below worth $5.48K as of Q1 2026.
  • Valued Wealth Advisors bought 13 Five Below shares in Q1 2026, an estimated $2.72K.
  • Five Below made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q1 2026, its #385 holding.
  • Valued Wealth Advisors first reported a position in Five Below in Q4 2023 and has held it in 10 quarters since.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Valued Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.