AssetMark Inc’s Wayfair W Stock Holding History

AssetMark Inc’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	$5.34K	Sell	71 -51	-42%	-$4.61K	﹤0.01%	2543
2025 Q4	$12.3K	Buy	122 +39	+47%	+$3.75K	﹤0.01%	2161
2025 Q3	$7.41K	Buy	83 +27	+48%	+$1.98K	﹤0.01%	2215
2025 Q2	$2.86K	Buy	+56	New	+$2.09K	﹤0.01%	2318
2025 Q1	–	Sell	-7	Closed	-$310	–	2774
2024 Q4	$310	Buy	7 +4	+133%	+$189	﹤0.01%	2436
2024 Q3	$169	Hold	3	–	–	﹤0.01%	2180
2024 Q2	$158	Buy	+3	New	+$178	﹤0.01%	2020
2024 Q1	–	Sell	-4	Closed	-$247	–	2135
2023 Q4	$247	Buy	+4	New	+$209	﹤0.01%	1743
2022 Q4	–	Sell	-11	Closed	–	–	1669
2022 Q3	$0	Buy	+11	New	+$581	﹤0.01%	1638
2022 Q1	–	Sell	-30	Closed	-$6K	–	1761
2021 Q4	$6K	Buy	+30	New	+$7.08K	﹤0.01%	1215
2018 Q1	–	Sell	-9	Closed	-$1K	–	2022
2017 Q4	$1K	Buy	+9	New	+$632	﹤0.01%	1740

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

GHP

Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc's W Position: Q1 2026 in Review

AssetMark Inc reduced its Wayfair (W) stake by 42% in Q1 2026, selling an estimated $4.61K and leaving 71 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #2543.

AssetMark Inc first reported a position in W in Q4 2017 and has held it in 11 quarters since. The position peaked at $12.3K in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

AssetMark Inc held 71 shares of Wayfair worth $5.34K as of Q1 2026.
AssetMark Inc sold 51 Wayfair shares in Q1 2026, an estimated $4.61K.
Wayfair made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2543 holding.
AssetMark Inc first reported a position in Wayfair in Q4 2017 and has held it in 11 quarters since.
AssetMark Inc's Wayfair position peaked at $12.3K in Q4 2025.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.