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Westover Capital Advisors’s Five Below FIVE Stock Holding History

Westover Capital 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 		$504K Buy
+2,805
New +$604K 0.08% 151
2020
Q1 		– Sell
-1,764
Closed -$226K – 128
2019
Q4 		$226K Sell
1,764
-230
-12% -$28.8K 0.1% 129
2019
Q3 		$251K Sell
1,994
-153
-7% -$18.6K 0.12% 121
2019
Q2 		$258K Sell
2,147
-189
-8% -$24.9K 0.13% 111
2019
Q1 		$290K Sell
2,336
-127
-5% -$15.4K 0.15% 100
2018
Q4 		$252K Sell
2,463
-123
-5% -$13.6K 0.16% 92
2018
Q3 		$336K Sell
2,586
-1,100
-30% -$122K 0.17% 92
2018
Q2 		$360K Sell
3,686
-806
-18% -$64.7K 0.19% 82
2018
Q1 		$329K Hold
4,492
– – 0.18% 91
2017
Q4 		$298K Sell
4,492
-59
-1% -$3.54K 0.16% 102
2017
Q3 		$250K Buy
+4,551
New +$223K 0.15% 105

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

Westover Capital Advisors's FIVE Position: Q2 2026 in Review

Westover Capital Advisors opened a new position in Five Below (FIVE) in Q2 2026: 2,805 shares worth $504K. The stake represents 0.08% of the portfolio and ranks #151 among its holdings. This is a return to the name: Westover Capital Advisors previously reported a position in FIVE as recently as Q4 2019.

Westover Capital Advisors first reported a position in FIVE in Q3 2017 and has held it in 11 quarters since. 611 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Westover Capital Advisors held 2,805 shares of Five Below worth $504K as of Q2 2026.
  • Five Below was a new Westover Capital Advisors position in Q2 2026.
  • Five Below made up 0.08% of Westover Capital Advisors's portfolio in Q2 2026, its #151 holding.
  • Westover Capital Advisors first reported a position in Five Below in Q3 2017 and has held it in 11 quarters since.
  • 611 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.