BPA
WRBY icon

Beacon Pointe Advisors’s Warby Parker WRBY Stock Holding History

Beacon Pointe Advisors’s Portfolio WRBY Stock Details WRBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$521K Buy
+24,726
New +$613K ﹤0.01% 1278
2025
Q4 		– Sell
-19,126
Closed -$527K – 1570
2025
Q3 		$527K Buy
+19,126
New +$483K ﹤0.01% 993

Other funds holding WRBY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Beacon Pointe Advisors opened a new position in Warby Parker (WRBY) in Q1 2026: 24,726 shares worth $521K. The stake represents ﹤0.01% of the portfolio and ranks #1278 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in WRBY as recently as Q3 2025.

Beacon Pointe Advisors first reported a position in WRBY in Q3 2025 and has held it in 2 quarters since. The position peaked at $527K in Q3 2025. 301 funds tracked by Wall St. Rank hold WRBY as of Q1 2026.

  • Beacon Pointe Advisors held 24,726 shares of Warby Parker worth $521K as of Q1 2026.
  • Warby Parker was a new Beacon Pointe Advisors position in Q1 2026.
  • Warby Parker made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1278 holding.
  • Beacon Pointe Advisors first reported a position in Warby Parker in Q3 2025 and has held it in 2 quarters since.
  • Beacon Pointe Advisors's Warby Parker position peaked at $527K in Q3 2025.
  • 301 funds tracked by Wall St. Rank held Warby Parker as of Q1 2026.

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