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Cypress Wealth Services’s Wayfair W Stock Holding History

Cypress Wealth Services’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 		– Sell
-2,673
Closed -$201K – 447
2026
Q1 		$201K Hold
2,673
– – 0.03% 383
2025
Q4 		$268K Hold
2,673
– – 0.04% 322
2025
Q3 		$239K Buy
+2,673
New +$196K 0.04% 293

Other funds holding W

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Cypress Wealth Services's W Position: Q2 2026 in Review

Cypress Wealth Services sold out of Wayfair (W) in Q2 2026, closing a stake of 2,673 shares — an estimated $201K sold.

Cypress Wealth Services first reported a position in W in Q3 2025 and held it in 3 quarters. The position peaked at $268K in Q4 2025. 60 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • Cypress Wealth Services reported no remaining Wayfair position as of Q2 2026 after selling out during the quarter.
  • Cypress Wealth Services sold 2,673 Wayfair shares in Q2 2026, an estimated $201K.
  • Cypress Wealth Services first reported a position in Wayfair in Q3 2025 and held it in 3 quarters.
  • Cypress Wealth Services's Wayfair position peaked at $268K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.