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 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 $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

EverSource Wealth Advisors's W Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Wayfair (W) stake by 32% in Q1 2026, selling an estimated $54.2K and leaving 1,289 shares worth $96.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

EverSource Wealth Advisors first reported a position in W in Q4 2022 and has held it in 14 quarters since. The position peaked at $190K in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

EverSource Wealth Advisors held 1,289 shares of Wayfair worth $96.9K as of Q1 2026.
EverSource Wealth Advisors sold 599 Wayfair shares in Q1 2026, an estimated $54.2K.
Wayfair made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1447 holding.
EverSource Wealth Advisors first reported a position in Wayfair in Q4 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's Wayfair position peaked at $190K in Q4 2025.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.