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GoalVest Advisory’s Wayfair W Stock Holding History

GoalVest Advisory’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
Q3 		$2.46K Buy
+24
New +$2.34K ﹤0.01% 635

Other funds holding W

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GoalVest Advisory's W Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Wayfair (W) in Q3 2026: 24 shares worth $2.46K. The stake represents ﹤0.01% of the portfolio and ranks #635 among its holdings.

5 funds tracked by Wall St. Rank hold W as of Q3 2026.

  • GoalVest Advisory held 24 shares of Wayfair worth $2.46K as of Q3 2026.
  • Wayfair was a new GoalVest Advisory position in Q3 2026.
  • Wayfair made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #635 holding.
  • 5 funds tracked by Wall St. Rank held Wayfair as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.