Clearstead Trust’s Wayfair W Stock Holding History

Clearstead Trust’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	$2.5K	Buy	27 +8	+42%	+$589	﹤0.01%	872
2026 Q1	$1.43K	Hold	19	–	–	﹤0.01%	912
2025 Q4	$1.91K	Hold	19	–	–	﹤0.01%	906
2025 Q3	$1.7K	Buy	+19	New	+$1.39K	﹤0.01%	1045

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 Trust's W Position: Q2 2026 in Review

Clearstead Trust increased its Wayfair (W) stake by 42% in Q2 2026, buying an estimated $589 and bringing the position to 27 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Clearstead Trust first reported a position in W in Q3 2025 and has held it in 4 quarters since. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

Clearstead Trust held 27 shares of Wayfair worth $2.5K as of Q2 2026.
Clearstead Trust bought 8 Wayfair shares in Q2 2026, an estimated $589.
Wayfair made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #872 holding.
Clearstead Trust first reported a position in Wayfair in Q3 2025 and has held it in 4 quarters since.
457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

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