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Evolve Private Wealth’s Wayfair W Stock Holding History

Evolve Private Wealth’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 		$291K Buy
3,148
+467
+17% +$34.4K 0.02% 742
2026
Q1 		$202K Sell
2,681
-864
-24% -$78.2K 0.01% 935
2025
Q4 		$356K Buy
+3,545
New +$341K 0.02% 662

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Evolve Private Wealth's W Position: Q2 2026 in Review

Evolve Private Wealth increased its Wayfair (W) stake by 17% in Q2 2026, buying an estimated $34.4K and bringing the position to 3,148 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #742.

Evolve Private Wealth first reported a position in W in Q4 2025 and has held it in 3 quarters since. The position peaked at $356K in Q4 2025. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • Evolve Private Wealth held 3,148 shares of Wayfair worth $291K as of Q2 2026.
  • Evolve Private Wealth bought 467 Wayfair shares in Q2 2026, an estimated $34.4K.
  • Wayfair made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #742 holding.
  • Evolve Private Wealth first reported a position in Wayfair in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Wayfair position peaked at $356K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.