WA
FIVE icon

Whipplewood Advisors’s Five Below FIVE Stock Holding History

Whipplewood 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 		$360 Hold
2
– – ﹤0.01% 616
2026
Q1 		$457 Buy
+2
New +$419 ﹤0.01% 986
2025
Q3 		– Sell
-2
Closed -$262 – 621
2025
Q2 		$262 Sell
2
-16
-89% -$1.56K ﹤0.01% 1161
2025
Q1 		$150 Buy
18
+16
+800% +$1.41K ﹤0.01% 1192
2024
Q4 		$210 Buy
+2
New +$191 ﹤0.01% 1161

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's FIVE Position: Q2 2026 in Review

Whipplewood Advisors held its Five Below (FIVE) position steady in Q2 2026 at 2 shares worth $360. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Whipplewood Advisors first reported a position in FIVE in Q4 2024 and has held it in 5 quarters since. The position peaked at $457 in Q1 2026. 612 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Whipplewood Advisors held 2 shares of Five Below worth $360 as of Q2 2026.
  • Whipplewood Advisors left its Five Below share count unchanged in Q2 2026.
  • Five Below made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #616 holding.
  • Whipplewood Advisors first reported a position in Five Below in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Five Below position peaked at $457 in Q1 2026.
  • 612 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.