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Concurrent Investment Advisors’s Wayfair W Stock Holding History

Concurrent Investment 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
Q1 		– Sell
-52,501
Closed -$5.27M – 2059
2025
Q4 		$5.27M Buy
52,501
+15,205
+41% +$1.46M 0.06% 318
2025
Q3 		$3.33M Buy
+37,296
New +$2.73M 0.06% 327

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
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
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Concurrent Investment Advisors's W Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Wayfair (W) in Q1 2026, closing a stake of 52,501 shares — an estimated $5.27M sold.

Concurrent Investment Advisors first reported a position in W in Q3 2025 and held it in 2 quarters. The position peaked at $5.27M in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining Wayfair position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 52,501 Wayfair shares in Q1 2026, an estimated $5.27M.
  • Concurrent Investment Advisors first reported a position in Wayfair in Q3 2025 and held it in 2 quarters.
  • Concurrent Investment Advisors's Wayfair position peaked at $5.27M in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.