Blue Trust Inc’s Wayfair W Stock Holding History

Blue Trust Inc’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	$228K	Hold	3,035	–	–	﹤0.01%	725
2025 Q4	$305K	Hold	3,035	–	–	﹤0.01%	645
2025 Q3	$271K	Hold	3,035	–	–	﹤0.01%	694
2025 Q2	$155K	Buy	3,035 +35	+1%	+$1.31K	﹤0.01%	862
2025 Q1	$96.1K	Hold	3,000	–	–	﹤0.01%	1011
2024 Q4	$133K	Buy	3,000 +2,975	+11,900%	+$140K	﹤0.01%	809
2024 Q3	$1.32K	Buy	+25	New	+$1.2K	﹤0.01%	2664
2024 Q1	–	Sell	-17	Closed	-$1K	–	2726
2023 Q4	$1K	Buy	+17	New	+$888	﹤0.01%	2436
2023 Q3	–	Sell	-18	Closed	-$1K	–	2313
2023 Q2	$1K	Sell	18 -6	-25%	-$253	﹤0.01%	1954
2023 Q1	$0	Buy	24 +15	+167%	+$664	﹤0.01%	2660
2022 Q4	$0	Sell	9 -34	-79%	-$1.19K	﹤0.01%	2497
2022 Q3	$2K	Buy	43 +41	+2,050%	+$2.17K	﹤0.01%	1844
2022 Q2	$0	Buy	+2	New	+$141	﹤0.01%	2020

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Blue Trust Inc's W Position: Q1 2026 in Review

Blue Trust Inc held its Wayfair (W) position steady in Q1 2026 at 3,035 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Blue Trust Inc first reported a position in W in Q2 2022 and has held it in 13 quarters since. The position peaked at $305K in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

Blue Trust Inc held 3,035 shares of Wayfair worth $228K as of Q1 2026.
Blue Trust Inc left its Wayfair share count unchanged in Q1 2026.
Wayfair made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #725 holding.
Blue Trust Inc first reported a position in Wayfair in Q2 2022 and has held it in 13 quarters since.
Blue Trust Inc's Wayfair position peaked at $305K in Q4 2025.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.