Bernard Wealth Management’s Wayfair W Stock Holding History

Bernard 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 Q2	$925	Buy	+10	New	+$737	﹤0.01%	291

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

Bernard Wealth Management's W Position: Q2 2026 in Review

Bernard Wealth Management opened a new position in Wayfair (W) in Q2 2026: 10 shares worth $925. The stake represents ﹤0.01% of the portfolio and ranks #291 among its holdings.

453 funds tracked by Wall St. Rank hold W as of Q2 2026.

Bernard Wealth Management held 10 shares of Wayfair worth $925 as of Q2 2026.
Wayfair was a new Bernard Wealth Management position in Q2 2026.
Wayfair made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #291 holding.
453 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.