EverSource Wealth Advisors’s Wayfair W Stock Holding History

EverSource Wealth 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	$122K	Buy	1,317 +28	+2%	+$2.06K	﹤0.01%	1284
2026 Q1	$96.9K	Sell	1,289 -599	-32%	-$54.2K	﹤0.01%	1447
2025 Q4	$190K	Buy	1,888 +594	+46%	+$57.1K	0.01%	971
2025 Q3	$116K	Buy	1,294 +475	+58%	+$34.8K	﹤0.01%	1203
2025 Q2	$41.9K	Buy	819 +653	+393%	+$24.4K	﹤0.01%	1736
2025 Q1	$5.32K	Buy	166 +91	+121%	+$3.78K	﹤0.01%	2463
2024 Q4	$3.32K	Buy	75 +16	+27%	+$755	﹤0.01%	2519
2024 Q3	$3.31K	Hold	59	–	–	﹤0.01%	2384
2024 Q2	$3.21K	Hold	59	–	–	﹤0.01%	2385
2024 Q1	$2.96K	Sell	59 -81	-58%	-$4.58K	﹤0.01%	2256
2023 Q4	$8.64K	Sell	140 -16	-10%	-$836	﹤0.01%	1625
2023 Q3	$9.45K	Hold	156	–	–	﹤0.01%	1444
2023 Q2	$10.1K	Hold	156	–	–	﹤0.01%	1431
2023 Q1	$5.36K	Sell	156 -53	-25%	-$2.35K	﹤0.01%	1620
2022 Q4	$6.87K	Buy	+209	New	+$7.29K	﹤0.01%	1478

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

EverSource Wealth Advisors's W Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Wayfair (W) stake by 2.2% in Q2 2026, buying an estimated $2.06K and bringing the position to 1,317 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

EverSource Wealth Advisors first reported a position in W in Q4 2022 and has held it in 15 quarters since. The position peaked at $190K in Q4 2025. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

EverSource Wealth Advisors held 1,317 shares of Wayfair worth $122K as of Q2 2026.
EverSource Wealth Advisors bought 28 Wayfair shares in Q2 2026, an estimated $2.06K.
Wayfair made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1284 holding.
EverSource Wealth Advisors first reported a position in Wayfair in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Wayfair position peaked at $190K in Q4 2025.
457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.