Cannell & Spears’s Wayfair W Stock Holding History

Cannell & Spears’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	-2,000	Closed	-$201K	–	442
2025 Q4	$201K	Buy	+2,000	New	+$192K	﹤0.01%	394
2025 Q3	–	Sell	-4,000	Closed	-$205K	–	421
2025 Q2	$205K	Sell	4,000 -11,300	-74%	-$422K	﹤0.01%	370
2025 Q1	$490K	Hold	15,300	–	–	0.01%	284
2024 Q4	$678K	Sell	15,300 -12,027	-44%	-$567K	0.01%	265
2024 Q3	$1.54M	Buy	27,327 +19,187	+236%	+$924K	0.03%	203
2024 Q2	$429K	Sell	8,140 -650,123	-99%	-$38.6M	0.01%	278
2024 Q1	$44.7M	Buy	+658,263	New	+$37.2M	0.92%	34

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

Cannell & Spears's W Position: Q1 2026 in Review

Cannell & Spears sold out of Wayfair (W) in Q1 2026, closing a stake of 2,000 shares — an estimated $201K sold.

Cannell & Spears first reported a position in W in Q1 2024 and held it in 7 quarters. The position peaked at $44.7M in Q1 2024. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

Cannell & Spears reported no remaining Wayfair position as of Q1 2026 after selling out during the quarter.
Cannell & Spears sold 2,000 Wayfair shares in Q1 2026, an estimated $201K.
Cannell & Spears first reported a position in Wayfair in Q1 2024 and held it in 7 quarters.
Cannell & Spears's Wayfair position peaked at $44.7M in Q1 2024.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Cannell & Spears's 13F filing for Q1 2026, filed 14 May 2026.