HWM
W icon

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
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 $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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

HB Wealth Management's W Position: Q2 2025 in Review

HB Wealth Management sold out of Wayfair (W) in Q2 2025, closing a stake of 7,799 shares — an estimated $250K sold.

HB Wealth Management first reported a position in W in Q4 2021 and held it in 14 quarters. The position peaked at $1.34M in Q4 2021. 334 funds tracked by Wall St. Rank hold W as of Q2 2025.

  • HB Wealth Management reported no remaining Wayfair position as of Q2 2025 after selling out during the quarter.
  • HB Wealth Management sold 7,799 Wayfair shares in Q2 2025, an estimated $250K.
  • HB Wealth Management first reported a position in Wayfair in Q4 2021 and held it in 14 quarters.
  • HB Wealth Management's Wayfair position peaked at $1.34M in Q4 2021.
  • 334 funds tracked by Wall St. Rank held Wayfair as of Q2 2025.

Based on HB Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.