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HB Wealth Management’s Wayfair W Stock Holding History

HB Wealth Management’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 		$394K Buy
+4,263
New +$314K ﹤0.01% 1229
2025
Q2 		– Sell
-7,799
Closed -$250K – 1304
2025
Q1 		$250K Sell
7,799
-512
-6% -$21.3K ﹤0.01% 1041
2024
Q4 		$368K Sell
8,311
-28
-0.3% -$1.32K ﹤0.01% 739
2024
Q3 		$468K Buy
8,339
+278
+3% +$13.4K 0.01% 604
2024
Q2 		$425K Buy
8,061
+4
+0% +$238 0.01% 589
2024
Q1 		$547K Buy
8,057
+47
+0.6% +$2.66K 0.01% 476
2023
Q4 		$494K Sell
8,010
-160
-2% -$8.36K 0.01% 469
2023
Q3 		$495K Hold
8,170
– – 0.01% 429
2023
Q2 		$531K Buy
8,170
+148
+2% +$6.23K 0.01% 402
2023
Q1 		$275K Buy
8,022
+27
+0.3% +$1.2K ﹤0.01% 559
2022
Q4 		$263K Buy
7,995
+889
+13% +$31K ﹤0.01% 554
2022
Q3 		$231K Sell
7,106
-9
-0.1% -$476 ﹤0.01% 507
2022
Q2 		$310K Buy
7,115
+29
+0.4% +$2.04K 0.01% 433
2022
Q1 		$785K Buy
7,086
+6
+0.1% +$845 0.01% 291
2021
Q4 		$1.34M Buy
+7,080
New +$1.67M 0.03% 202

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

HB Wealth Management's W Position: Q2 2026 in Review

HB Wealth Management opened a new position in Wayfair (W) in Q2 2026: 4,263 shares worth $394K. The stake represents ﹤0.01% of the portfolio and ranks #1229 among its holdings. This is a return to the name: HB Wealth Management previously reported a position in W as recently as Q1 2025.

HB Wealth Management first reported a position in W in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.34M in Q4 2021. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • HB Wealth Management held 4,263 shares of Wayfair worth $394K as of Q2 2026.
  • Wayfair was a new HB Wealth Management position in Q2 2026.
  • Wayfair made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1229 holding.
  • HB Wealth Management first reported a position in Wayfair in Q4 2021 and has held it in 15 quarters since.
  • HB Wealth Management's Wayfair position peaked at $1.34M in Q4 2021.
  • 457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.