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Beacon Pointe Advisors’s Wayfair W Stock Holding History

Beacon Pointe Advisors’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
-1,399
Closed -$140K – 1894
2025
Q4 		$140K Buy
+1,399
New +$135K ﹤0.01% 1458
2020
Q3 		– Sell
-3,496
Closed -$691K – 436
2020
Q2 		$691K Buy
+3,496
New +$523K 0.07% 195

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Pointe Advisors's W Position: Q1 2026 in Review

Beacon Pointe Advisors sold out of Wayfair (W) in Q1 2026, closing a stake of 1,399 shares — an estimated $140K sold.

Beacon Pointe Advisors first reported a position in W in Q2 2020 and held it in 2 quarters. The position peaked at $691K in Q2 2020. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Beacon Pointe Advisors reported no remaining Wayfair position as of Q1 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 1,399 Wayfair shares in Q1 2026, an estimated $140K.
  • Beacon Pointe Advisors first reported a position in Wayfair in Q2 2020 and held it in 2 quarters.
  • Beacon Pointe Advisors's Wayfair position peaked at $691K in Q2 2020.
  • 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.