Baker Avenue Asset Management’s Wayfair W Stock Holding History

Baker Avenue 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	$1.09M	Buy	11,740 +2,456	+26%	+$181K	0.02%	284
2026 Q1	$698K	Sell	9,284 -1,097	-11%	-$99.2K	0.02%	347
2025 Q4	$1.04M	Buy	+10,381	New	+$998K	0.02%	256
2023 Q4	–	Sell	-47	Closed	-$2.85K	–	1483
2023 Q3	$2.85K	Buy	47 +36	+327%	+$2.5K	﹤0.01%	1063
2023 Q2	$715	Sell	11 -9	-45%	-$379	﹤0.01%	1286
2023 Q1	$687	Sell	20 -15	-43%	-$664	﹤0.01%	1309
2022 Q4	$1.15K	Buy	+35	New	+$1.22K	﹤0.01%	1056

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

Baker Avenue Asset Management's W Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Wayfair (W) stake by 26% in Q2 2026, buying an estimated $181K and bringing the position to 11,740 shares worth $1.09M. The position accounts for 0.02% of the portfolio, ranked #284.

Baker Avenue Asset Management first reported a position in W in Q4 2022 and has held it in 7 quarters since. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

Baker Avenue Asset Management held 11,740 shares of Wayfair worth $1.09M as of Q2 2026.
Baker Avenue Asset Management bought 2,456 Wayfair shares in Q2 2026, an estimated $181K.
Wayfair made up 0.02% of Baker Avenue Asset Management's portfolio in Q2 2026, its #284 holding.
Baker Avenue Asset Management first reported a position in Wayfair in Q4 2022 and has held it in 7 quarters since.
457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.