Advocate Investing Services’s Wayfair W Stock Holding History

Advocate Investing Services’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	-8	Closed	-$803	–	480
2025 Q4	$803	Buy	+8	New	+$769	﹤0.01%	391

Other funds holding W

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Advocate Investing Services's W Position: Q1 2026 in Review

Advocate Investing Services sold out of Wayfair (W) in Q1 2026, closing a stake of 8 shares — an estimated $803 sold.

Advocate Investing Services first reported a position in W in Q4 2025 and held it in 1 quarter. The position peaked at $803 in Q4 2025. 447 funds tracked by Wall St. Rank hold W as of Q1 2026.

Advocate Investing Services reported no remaining Wayfair position as of Q1 2026 after selling out during the quarter.
Advocate Investing Services sold 8 Wayfair shares in Q1 2026, an estimated $803.
Advocate Investing Services first reported a position in Wayfair in Q4 2025 and held it in 1 quarter.
Advocate Investing Services's Wayfair position peaked at $803 in Q4 2025.
447 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Advocate Investing Services's 13F filing for Q1 2026, filed 22 Apr 2026.