Clearstead Advisors’s Wayfair W Stock Holding History

Clearstead Advisors’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 Q2	$26.3K	Buy	+285	New	+$21K	﹤0.01%	1712
2026 Q1	–	Sell	-59	Closed	-$5.92K	–	2846
2025 Q4	$5.92K	Sell	59 -1,222	-95%	-$118K	﹤0.01%	1987
2025 Q3	$114K	Buy	1,281 +252	+24%	+$18.5K	﹤0.01%	1009
2025 Q2	$52.6K	Buy	+1,029	New	+$38.4K	﹤0.01%	1276
2024 Q3	–	Sell	-141	Closed	-$7.43K	–	2117
2024 Q2	$7.43K	Buy	+141	New	+$8.37K	﹤0.01%	1604
2023 Q3	–	Sell	-222	Closed	-$14.4K	–	1527
2023 Q2	$14.4K	Hold	222	–	–	﹤0.01%	938
2023 Q1	$7.62K	Sell	222 -150	-40%	-$6.64K	﹤0.01%	983
2022 Q4	$12.2K	Hold	372	–	–	﹤0.01%	881
2022 Q3	$12K	Hold	372	–	–	﹤0.01%	866
2022 Q2	$16K	Buy	372 +126	+51%	+$8.86K	﹤0.01%	853
2022 Q1	$27K	Buy	246 +24	+11%	+$3.38K	﹤0.01%	803
2021 Q4	$42K	Hold	222	–	–	﹤0.01%	687
2021 Q3	$57K	Hold	222	–	–	﹤0.01%	596
2021 Q2	$70K	Hold	222	–	–	0.01%	510
2021 Q1	$70K	Hold	222	–	–	0.01%	495
2020 Q4	$50K	Hold	222	–	–	﹤0.01%	513
2020 Q3	$65K	Hold	222	–	–	0.01%	431
2020 Q2	$44K	Buy	+222	New	+$33.2K	0.01%	446

Other funds holding W

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Clearstead Advisors's W Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Wayfair (W) in Q2 2026: 285 shares worth $26.3K. The stake represents ﹤0.01% of the portfolio and ranks #1712 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in W as recently as Q4 2025.

Clearstead Advisors first reported a position in W in Q2 2020 and has held it in 18 quarters since. The position peaked at $114K in Q3 2025. 456 funds tracked by Wall St. Rank hold W as of Q2 2026.

Clearstead Advisors held 285 shares of Wayfair worth $26.3K as of Q2 2026.
Wayfair was a new Clearstead Advisors position in Q2 2026.
Wayfair made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1712 holding.
Clearstead Advisors first reported a position in Wayfair in Q2 2020 and has held it in 18 quarters since.
Clearstead Advisors's Wayfair position peaked at $114K in Q3 2025.
456 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.