AWM
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Activest Wealth Management’s Wayfair W Stock Holding History

Activest Wealth Management’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
Q1 		– Sell
-81
Closed -$8.13K – 1346
2025
Q4 		$8.13K Buy
+81
New +$7.79K ﹤0.01% 702
2025
Q1 		– Sell
-282
Closed -$11.7K – 1176
2024
Q4 		$12.5K Hold
282
– – ﹤0.01% 295
2024
Q3 		$15.8K Hold
282
– – ﹤0.01% 271
2024
Q2 		$14.9K Hold
282
– – ﹤0.01% 265
2024
Q1 		$19.1K Buy
282
+41
+17% +$2.32K 0.01% 176
2023
Q4 		$14.9K Buy
241
+89
+59% +$4.65K 0.01% 168
2023
Q3 		$9.19K Buy
+152
New +$10.6K 0.01% 180
2023
Q2 		– Sell
-64
Closed -$2.08K – 423
2023
Q1 		$2.08K Sell
64
-115
-64% -$5.09K ﹤0.01% 253
2022
Q4 		$5.89K Sell
179
-119
-40% -$4.15K ﹤0.01% 343
2022
Q3 		$10K Buy
298
+115
+63% +$6.08K ﹤0.01% 312
2022
Q2 		$8K Buy
183
+55
+43% +$3.87K 0.01% 221
2022
Q1 		$14K Buy
128
+64
+100% +$9.01K 0.01% 181
2021
Q4 		$12K Sell
64
-39
-38% -$9.2K 0.01% 197
2021
Q3 		$26K Hold
103
– – 0.02% 157
2021
Q2 		$33K Buy
103
+64
+164% +$20K 0.02% 121
2021
Q1 		$12K Buy
+39
New +$11.5K 0.01% 177

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
GHP
Great Hill Partners Boston, Massachusetts $258M AUM 80.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Activest Wealth Management's W Position: Q1 2026 in Review

Activest Wealth Management sold out of Wayfair (W) in Q1 2026, closing a stake of 81 shares — an estimated $8.13K sold.

Activest Wealth Management first reported a position in W in Q1 2021 and held it in 16 quarters. The position peaked at $33K in Q2 2021. 449 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Activest Wealth Management reported no remaining Wayfair position as of Q1 2026 after selling out during the quarter.
  • Activest Wealth Management sold 81 Wayfair shares in Q1 2026, an estimated $8.13K.
  • Activest Wealth Management first reported a position in Wayfair in Q1 2021 and held it in 16 quarters.
  • Activest Wealth Management's Wayfair position peaked at $33K in Q2 2021.
  • 449 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Activest Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.