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Fortis Group Advisors’s Warby Parker WRBY Stock Holding History

Fortis Group Advisors’s Portfolio WRBY Stock Details WRBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$541K Sell
17,818
-543
-3% -$13.4K 0.09% 178
2026
Q1 		$406K Sell
18,361
-28,830
-61% -$715K 0.07% 197
2025
Q4 		$1.2M Buy
+47,191
New +$1.03M 0.2% 130

Other funds holding WRBY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fortis Group Advisors's WRBY Position: Q2 2026 in Review

Fortis Group Advisors reduced its Warby Parker (WRBY) stake by 3% in Q2 2026, selling an estimated $13.4K and leaving 17,818 shares worth $541K. The position accounts for 0.09% of the portfolio, ranked #178.

Fortis Group Advisors first reported a position in WRBY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q4 2025. 303 funds tracked by Wall St. Rank hold WRBY as of Q2 2026.

  • Fortis Group Advisors held 17,818 shares of Warby Parker worth $541K as of Q2 2026.
  • Fortis Group Advisors sold 543 Warby Parker shares in Q2 2026, an estimated $13.4K.
  • Warby Parker made up 0.09% of Fortis Group Advisors's portfolio in Q2 2026, its #178 holding.
  • Fortis Group Advisors first reported a position in Warby Parker in Q4 2025 and has held it in 3 quarters since.
  • Fortis Group Advisors's Warby Parker position peaked at $1.2M in Q4 2025.
  • 303 funds tracked by Wall St. Rank held Warby Parker as of Q2 2026.

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