Position in FIVE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$505,929
-$356,126 QoQ
Shares Held
2,814
-25.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#352
of 604 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FIVE Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $7,187,240 across 10 Specialty Retail names. FIVE ranks #6 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSCO |
Tractor Supply Co /De/
|
61,023 | $1,928,937 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
2,878 | $1,297,920 | |
| 3 | WSM |
Williams Sonoma Inc
|
3,769 | $878,553 | |
| 4 | BBY |
Best Buy Co Inc
|
10,216 | $775,190 | |
| 5 | CASY |
Caseys General Stores Inc
|
689 | $547,610 | |
| 6 | FIVE |
Five Below, Inc
This page
|
2,814 | $505,929 | |
| 7 | DKS |
Dick's Sporting Goods, Inc.
|
1,836 | $416,423 | |
| 8 | ASO |
Academy Sports & Outdoors, Inc.
|
6,060 | $285,607 |
All Filings in FIVE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,929 | 2,814 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $862,055 | 3,773 | Shares | Defined | 2026-05-15 | |
| 2023-12-31 | $255,152 | 1,197 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $518,052 | 2,929 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $399,931 | 2,905 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $340,970 | 3,006 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $461,806 | 2,916 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $597,912 | 2,890 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $600,800 | 3,398 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $661,949 | 3,425 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $688,942 | 3,611 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $631,152 | 3,607 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $431,419 | 3,397 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $683,903 | 6,397 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $472,038 | 6,707 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||