BBPWM
W icon

Blue Bell Private Wealth Management’s Wayfair W Stock Holding History

Blue Bell Private 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
Q1 		– Sell
-95
Closed -$9.54K – 780
2025
Q4 		$9.54K Buy
+95
New +$9.14K ﹤0.01% 560

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

Blue Bell Private Wealth Management's W Position: Q1 2026 in Review

Blue Bell Private Wealth Management sold out of Wayfair (W) in Q1 2026, closing a stake of 95 shares — an estimated $9.54K sold.

Blue Bell Private Wealth Management first reported a position in W in Q4 2025 and held it in 1 quarter. The position peaked at $9.54K in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Blue Bell Private Wealth Management reported no remaining Wayfair position as of Q1 2026 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 95 Wayfair shares in Q1 2026, an estimated $9.54K.
  • Blue Bell Private Wealth Management first reported a position in Wayfair in Q4 2025 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's Wayfair position peaked at $9.54K in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.