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Wealth Preservation Advisors’s Five Below FIVE Stock Holding History

Wealth Preservation 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
Q2 		– Sell
-171
Closed -$39.1K – 378
2026
Q1 		$39.1K Buy
+171
New +$35.8K 0.03% 204

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 Preservation Advisors's FIVE Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Five Below (FIVE) in Q2 2026, closing a stake of 171 shares — an estimated $39.1K sold.

Wealth Preservation Advisors first reported a position in FIVE in Q1 2026 and held it in 1 quarter. The position peaked at $39.1K in Q1 2026. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Five Below position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 171 Five Below shares in Q2 2026, an estimated $39.1K.
  • Wealth Preservation Advisors first reported a position in Five Below in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Five Below position peaked at $39.1K in Q1 2026.
  • 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.