Bollard Group’s Wayfair W Stock Holding History

Bollard Group’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
2025 Q3	–	Sell	-25	Closed	-$1K	–	298
2025 Q2	$1K	Hold	25	–	–	﹤0.01%	288
2025 Q1	$1K	Hold	25	–	–	﹤0.01%	275
2024 Q4	$1K	Hold	25	–	–	﹤0.01%	278
2024 Q3	$1K	Hold	25	–	–	﹤0.01%	295
2024 Q2	$1K	Hold	25	–	–	﹤0.01%	294
2024 Q1	$2K	Hold	25	–	–	﹤0.01%	287
2023 Q4	$2K	Hold	25	–	–	﹤0.01%	290
2023 Q3	$2K	Buy	+25	New	+$1.74K	﹤0.01%	335

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bollard Group's W Position: Q3 2025 in Review

Bollard Group sold out of Wayfair (W) in Q3 2025, closing a stake of 25 shares — an estimated $1K sold.

Bollard Group first reported a position in W in Q3 2023 and held it in 8 quarters. The position peaked at $2K in Q1 2024. 412 funds tracked by Wall St. Rank hold W as of Q3 2025.

Bollard Group reported no remaining Wayfair position as of Q3 2025 after selling out during the quarter.
Bollard Group sold 25 Wayfair shares in Q3 2025, an estimated $1K.
Bollard Group first reported a position in Wayfair in Q3 2023 and held it in 8 quarters.
Bollard Group's Wayfair position peaked at $2K in Q1 2024.
412 funds tracked by Wall St. Rank held Wayfair as of Q3 2025.

Based on Bollard Group's 13F filing for Q3 2025, filed 14 Nov 2025.