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Westside Investment Management’s Five Below FIVE Stock Holding History

Westside Investment Management’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 		$32K Hold
140
– – ﹤0.01% 713
2025
Q4 		$26.4K Hold
140
– – ﹤0.01% 758
2025
Q3 		$21.7K Buy
+140
New +$19.8K ﹤0.01% 857
2018
Q3 		– Sell
-15
Closed -$1.47K – 751
2018
Q2 		$1.47K Sell
15
-21
-58% -$1.69K ﹤0.01% 781
2018
Q1 		$2.6K Hold
36
– – ﹤0.01% 745
2017
Q4 		$2.41K Sell
36
-6
-14% -$360 ﹤0.01% 775
2017
Q3 		$2.37K Hold
42
– – ﹤0.01% 750
2017
Q2 		$1.9K Sell
42
-21
-33% -$1.03K ﹤0.01% 750
2017
Q1 		$2.68K Buy
+63
New +$2.5K ﹤0.01% 689

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

Westside Investment Management's FIVE Position: Q1 2026 in Review

Westside Investment Management held its Five Below (FIVE) position steady in Q1 2026 at 140 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Westside Investment Management first reported a position in FIVE in Q1 2017 and has held it in 9 quarters since. 628 funds tracked by Wall St. Rank hold FIVE as of Q1 2026.

  • Westside Investment Management held 140 shares of Five Below worth $32K as of Q1 2026.
  • Westside Investment Management left its Five Below share count unchanged in Q1 2026.
  • Five Below made up ﹤0.01% of Westside Investment Management's portfolio in Q1 2026, its #713 holding.
  • Westside Investment Management first reported a position in Five Below in Q1 2017 and has held it in 9 quarters since.
  • 628 funds tracked by Wall St. Rank held Five Below as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.