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Allworth Financial’s Wayfair W Stock Holding History

Allworth Financial’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
Q2 		$296K Buy
3,200
+2,406
+303% +$177K ﹤0.01% 1265
2026
Q1 		$59.7K Sell
794
-1,056
-57% -$95.5K ﹤0.01% 2190
2025
Q4 		$186K Buy
1,850
+973
+111% +$93.6K ﹤0.01% 1378
2025
Q3 		$78.3K Buy
877
+655
+295% +$48K ﹤0.01% 1813
2025
Q2 		$11.4K Buy
222
+97
+78% +$3.62K ﹤0.01% 2831
2025
Q1 		$3.68K Sell
125
-452
-78% -$18.8K ﹤0.01% 2934
2024
Q4 		$27.6K Sell
577
-44
-7% -$2.08K ﹤0.01% 1902
2024
Q3 		$34.9K Sell
621
-28
-4% -$1.35K ﹤0.01% 1572
2024
Q2 		$33.3K Buy
649
+27
+4% +$1.6K ﹤0.01% 1571
2024
Q1 		$42.2K Sell
622
-16
-3% -$905 ﹤0.01% 1367
2023
Q4 		$39.4K Buy
638
+52
+9% +$2.72K ﹤0.01% 1289
2023
Q3 		$35.5K Buy
586
+69
+13% +$4.8K ﹤0.01% 1244
2023
Q2 		$33.6K Buy
517
+29
+6% +$1.22K ﹤0.01% 1272
2023
Q1 		$16.8K Buy
488
+30
+7% +$1.33K ﹤0.01% 1562
2022
Q4 		$15.1K Buy
458
+439
+2,311% +$15.3K ﹤0.01% 1513
2022
Q3 		$1K Buy
19
+16
+533% +$846 ﹤0.01% 2539
2022
Q2 		$0 Buy
+3
New +$211 ﹤0.01% 2853
2020
Q4 		– Sell
-7
Closed -$2K – 1445
2020
Q3 		$2K Sell
7
-3
-30% -$821 ﹤0.01% 1034
2020
Q2 		$2K Sell
10
-34
-77% -$5.08K ﹤0.01% 1046
2020
Q1 		$2K Buy
+44
New +$3.37K ﹤0.01% 1094

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JT
Jupiter Topco New York $245B 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
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Allworth Financial's W Position: Q2 2026 in Review

Allworth Financial increased its Wayfair (W) stake by 303% in Q2 2026, buying an estimated $177K and bringing the position to 3,200 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Allworth Financial first reported a position in W in Q1 2020 and has held it in 20 quarters since. 453 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • Allworth Financial held 3,200 shares of Wayfair worth $296K as of Q2 2026.
  • Allworth Financial bought 2,406 Wayfair shares in Q2 2026, an estimated $177K.
  • Wayfair made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1265 holding.
  • Allworth Financial first reported a position in Wayfair in Q1 2020 and has held it in 20 quarters since.
  • 453 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.