Aaron Wealth Advisors
W icon

Aaron Wealth Advisors’s Wayfair W Stock Holding History

Aaron Wealth Advisors’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$341K Sell
3,327
-5
-0.2% -$488 0.02% 540
2026
Q2 		$308K Buy
+3,332
New +$245K 0.02% 569
2026
Q1 		– Sell
-6,566
Closed -$659K – 767
2025
Q4 		$659K Buy
6,566
+3,308
+102% +$318K 0.04% 365
2025
Q3 		$291K Buy
+3,258
New +$239K 0.02% 530

Other funds holding W

Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Chemistry Wealth Management
Chemistry Wealth Management New York $639M AUM 11.43% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Aaron Wealth Advisors's W Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Wayfair (W) stake by 0.15% in Q3 2026, selling an estimated $488 and leaving 3,327 shares worth $341K. The position accounts for 0.02% of the portfolio, ranked #540.

Aaron Wealth Advisors first reported a position in W in Q3 2025 and has held it in 4 quarters since. The position peaked at $659K in Q4 2025. 73 funds tracked by Wall St. Rank hold W as of Q3 2026.

  • Aaron Wealth Advisors held 3,327 shares of Wayfair worth $341K as of Q3 2026.
  • Aaron Wealth Advisors sold 5 Wayfair shares in Q3 2026, an estimated $488.
  • Wayfair made up 0.02% of Aaron Wealth Advisors's portfolio in Q3 2026, its #540 holding.
  • Aaron Wealth Advisors first reported a position in Wayfair in Q3 2025 and has held it in 4 quarters since.
  • Aaron Wealth Advisors's Wayfair position peaked at $659K in Q4 2025.
  • 73 funds tracked by Wall St. Rank held Wayfair as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.