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Wealth Enhancement Advisory Services’s
Five Below
FIVE
Stock Holding History
Wealth Enhancement Advisory Services’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
$8.64M
Buy
40,736
+17,153
+73%
+$3.59M
0.02%
654
2025
Q4
$4.79M
Buy
23,583
+9,910
+72%
+$1.61M
0.01%
1039
2025
Q3
$2.03M
Buy
13,673
+555
+4%
+$78.5K
﹤0.01%
1429
2025
Q2
$1.74M
Sell
13,118
-1,341
-9%
-$131K
﹤0.01%
1432
2025
Q1
$1.08M
Buy
14,459
+7,258
+101%
+$638K
﹤0.01%
1560
2024
Q4
$756K
Buy
7,201
+2,965
+70%
+$284K
﹤0.01%
1708
2024
Q3
$374K
Sell
4,236
-1,562
-27%
-$132K
﹤0.01%
2030
2024
Q2
$632K
Buy
5,798
+3,327
+135%
+$461K
﹤0.01%
1494
2024
Q1
$448K
Buy
2,471
+289
+13%
+$55.7K
﹤0.01%
1647
2023
Q4
$465K
Buy
2,182
+20
+0.9%
+$3.67K
﹤0.01%
1550
2023
Q3
$348K
Buy
+2,162
New
+$395K
﹤0.01%
1648
Other funds holding FIVE
BlackRock
New York
$5.7T 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
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Federated Hermes
Pittsburgh, Pennsylvania
$61.5B AUM
30.7%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
Marshall Wace
London, United Kingdom
$93.4B AUM
35.1%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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