Axxcess Wealth Management
W icon

Axxcess Wealth Management’s Wayfair W Stock Holding History

Axxcess Wealth 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
Q3 		– Sell
-2,252
Closed -$208K – 1239
2026
Q2 		$208K Buy
+2,252
New +$166K ﹤0.01% 994
2024
Q2 		– Sell
-3,000
Closed -$204K – 953
2024
Q1 		$204K Buy
+3,000
New +$170K 0.01% 819

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Axxcess Wealth Management's W Position: Q3 2026 in Review

Axxcess Wealth Management sold out of Wayfair (W) in Q3 2026, closing a stake of 2,252 shares — an estimated $208K sold.

Axxcess Wealth Management first reported a position in W in Q1 2024 and held it in 2 quarters. The position peaked at $208K in Q2 2026. 366 funds tracked by Wall St. Rank hold W as of Q3 2026.

  • Axxcess Wealth Management reported no remaining Wayfair position as of Q3 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,252 Wayfair shares in Q3 2026, an estimated $208K.
  • Axxcess Wealth Management first reported a position in Wayfair in Q1 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's Wayfair position peaked at $208K in Q2 2026.
  • 366 funds tracked by Wall St. Rank held Wayfair as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.