Wealth Enhancement Advisory Services
FIVE icon

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
Q2 		$7.02M Buy
40,751
+15
+0% +$3.23K 0.01% 829
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's FIVE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Five Below (FIVE) stake by 0.04% in Q2 2026, buying an estimated $3.23K and bringing the position to 40,751 shares worth $7.02M. The position accounts for 0.01% of the portfolio, ranked #829.

Wealth Enhancement Advisory Services first reported a position in FIVE in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.64M in Q1 2026. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 40,751 shares of Five Below worth $7.02M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 15 Five Below shares in Q2 2026, an estimated $3.23K.
  • Five Below made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #829 holding.
  • Wealth Enhancement Advisory Services first reported a position in Five Below in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Five Below position peaked at $8.64M in Q1 2026.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.