Integrated Wealth Concepts’s Wayfair W Stock Holding History

Integrated Wealth Concepts’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	–	Sell	-2,790	Closed	-$280K	–	2324
2025 Q4	$280K	Buy	+2,790	New	+$268K	﹤0.01%	1351

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Integrated Wealth Concepts's W Position: Q1 2026 in Review

Integrated Wealth Concepts sold out of Wayfair (W) in Q1 2026, closing a stake of 2,790 shares — an estimated $280K sold.

Integrated Wealth Concepts first reported a position in W in Q4 2025 and held it in 1 quarter. The position peaked at $280K in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

Integrated Wealth Concepts reported no remaining Wayfair position as of Q1 2026 after selling out during the quarter.
Integrated Wealth Concepts sold 2,790 Wayfair shares in Q1 2026, an estimated $280K.
Integrated Wealth Concepts first reported a position in Wayfair in Q4 2025 and held it in 1 quarter.
Integrated Wealth Concepts's Wayfair position peaked at $280K in Q4 2025.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.