EPW
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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
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 $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

Evolve Private Wealth's W Position: Q1 2026 in Review

Evolve Private Wealth reduced its Wayfair (W) stake by 24% in Q1 2026, selling an estimated $78.2K and leaving 2,681 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #935.

Evolve Private Wealth first reported a position in W in Q4 2025 and has held it in 2 quarters since. The position peaked at $356K in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Evolve Private Wealth held 2,681 shares of Wayfair worth $202K as of Q1 2026.
  • Evolve Private Wealth sold 864 Wayfair shares in Q1 2026, an estimated $78.2K.
  • Wayfair made up 0.01% of Evolve Private Wealth's portfolio in Q1 2026, its #935 holding.
  • Evolve Private Wealth first reported a position in Wayfair in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Wayfair position peaked at $356K in Q4 2025.
  • 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.