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	–	Sell	-100,000	Closed	-$7.52M	–	47
2026 Q1	$7.52M	Buy	+100,000	New	+$9.05M	1.04%	36
2022 Q3	–	Sell	-40,000	Closed	-$1.74M	–	48
2022 Q2	$1.74M	Sell	40,000 -5,000	-11%	-$351K	0.53%	36
2022 Q1	$4.99M	Buy	+45,000	New	+$6.33M	1.16%	31
2021 Q3	–	Sell	-30,000	Closed	-$9.47M	–	64
2021 Q2	$9.47M	Buy	30,000 +20,000	+200%	+$6.26M	1.58%	23
2021 Q1	$3.15M	Buy	+10,000	New	+$2.95M	0.55%	55
2020 Q2	–	Sell	-40,000	Closed	-$2.14M	–	57
2020 Q1	$2.14M	Buy	+40,000	New	+$3.06M	1.01%	37
2019 Q4	–	Sell	-25,000	Closed	-$2.8M	–	45
2019 Q3	$2.8M	Buy	+25,000	New	+$3.2M	0.96%	34

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.