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 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 $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

Avalon Global Asset Management's W Position: Q1 2026 in Review

Avalon Global Asset Management sold out of Wayfair (W) in Q1 2026, closing a stake of 45,000 shares — an estimated $4.07M sold.

Avalon Global Asset Management first reported a position in W in Q2 2017 and held it in 3 quarters. The position peaked at $4.52M in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

Avalon Global Asset Management reported no remaining Wayfair position as of Q1 2026 after selling out during the quarter.
Avalon Global Asset Management sold 45,000 Wayfair shares in Q1 2026, an estimated $4.07M.
Avalon Global Asset Management first reported a position in Wayfair in Q2 2017 and held it in 3 quarters.
Avalon Global Asset Management's Wayfair position peaked at $4.52M in Q4 2025.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Avalon Global Asset Management's 13F filing for Q1 2026, filed 14 May 2026.