Avalon Global Asset Management’s Wayfair W Stock Holding History

Avalon Global Asset 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 Q2	$11.1M	Buy	+120,000	New	+$8.84M	1.21%	31
2026 Q1	–	Sell	-45,000	Closed	-$4.07M	–	53
2025 Q4	$4.52M	Buy	45,000 +5,000	+13%	+$481K	0.73%	37
2025 Q3	$3.57M	Buy	+40,000	New	+$2.93M	0.41%	41
2017 Q3	–	Sell	-10,000	Closed	-$769K	–	55
2017 Q2	$769K	Buy	+10,000	New	+$593K	0.43%	43

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Avalon Global Asset Management's W Position: Q2 2026 in Review

Avalon Global Asset Management opened a new position in Wayfair (W) in Q2 2026: 120,000 shares worth $11.1M. The stake represents 1.21% of the portfolio and ranks #31 among its holdings. This is a return to the name: Avalon Global Asset Management previously reported a position in W as recently as Q4 2025.

Avalon Global Asset Management first reported a position in W in Q2 2017 and has held it in 4 quarters since. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

Avalon Global Asset Management held 120,000 shares of Wayfair worth $11.1M as of Q2 2026.
Wayfair was a new Avalon Global Asset Management position in Q2 2026.
Wayfair made up 1.21% of Avalon Global Asset Management's portfolio in Q2 2026, its #31 holding.
Avalon Global Asset Management first reported a position in Wayfair in Q2 2017 and has held it in 4 quarters since.
457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Avalon Global Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.