Bogart Wealth LLC’s Wayfair W Stock Holding History

Bogart Wealth LLC’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	$6.54K	Sell	87 -3	-3%	-$271	﹤0.01%	996
2025 Q4	$9.04K	Hold	90	–	–	﹤0.01%	884
2025 Q3	$8.04K	Hold	90	–	–	﹤0.01%	870
2025 Q2	$4.6K	Buy	90 +37	+70%	+$1.38K	﹤0.01%	955
2025 Q1	$1.7K	Sell	53 -10	-16%	-$416	﹤0.01%	1101
2024 Q4	$2.79K	Hold	63	–	–	﹤0.01%	1030
2024 Q3	$3.54K	Hold	63	–	–	﹤0.01%	891
2024 Q2	$3.32K	Hold	63	–	–	﹤0.01%	861
2024 Q1	$4.28K	Hold	63	–	–	﹤0.01%	797
2023 Q4	$3.89K	Sell	63 -35	-36%	-$1.83K	﹤0.01%	800
2023 Q3	$5.94K	Hold	98	–	–	﹤0.01%	687
2023 Q2	$6.37K	Hold	98	–	–	﹤0.01%	663
2023 Q1	$3.37K	Buy	98 +10	+11%	+$443	﹤0.01%	810
2022 Q4	$2.89K	Sell	88 -100	-53%	-$3.49K	﹤0.01%	755
2022 Q3	$6K	Buy	188 +100	+114%	+$5.29K	﹤0.01%	670
2022 Q2	$4K	Buy	88 +53	+151%	+$3.73K	﹤0.01%	705
2022 Q1	$4K	Hold	35	–	–	﹤0.01%	617
2021 Q4	$7K	Sell	35 -5	-13%	-$1.18K	﹤0.01%	522
2021 Q3	$10K	Buy	+40	New	+$11.3K	﹤0.01%	466

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

Bogart Wealth LLC's W Position: Q1 2026 in Review

Bogart Wealth LLC reduced its Wayfair (W) stake by 3.3% in Q1 2026, selling an estimated $271 and leaving 87 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #996.

Bogart Wealth LLC first reported a position in W in Q3 2021 and has held it in 19 quarters since. The position peaked at $10K in Q3 2021. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

Bogart Wealth LLC held 87 shares of Wayfair worth $6.54K as of Q1 2026.
Bogart Wealth LLC sold 3 Wayfair shares in Q1 2026, an estimated $271.
Wayfair made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #996 holding.
Bogart Wealth LLC first reported a position in Wayfair in Q3 2021 and has held it in 19 quarters since.
Bogart Wealth LLC's Wayfair position peaked at $10K in Q3 2021.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.