Integrated Wealth Concepts’s Wayfair W Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$349K Buy
+3,771
New +$278K ﹤0.01% 1887
2026
Q1
Sell
-2,790
Closed -$280K 2324
2025
Q4
$280K Buy
+2,790
New +$268K ﹤0.01% 1351

Other funds holding W

Integrated Wealth Concepts's W Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Wayfair (W) in Q2 2026: 3,771 shares worth $349K. The stake represents ﹤0.01% of the portfolio and ranks #1887 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in W as recently as Q4 2025.

Integrated Wealth Concepts first reported a position in W in Q4 2025 and has held it in 2 quarters since. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • Integrated Wealth Concepts held 3,771 shares of Wayfair worth $349K as of Q2 2026.
  • Wayfair was a new Integrated Wealth Concepts position in Q2 2026.
  • Wayfair made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1887 holding.
  • Integrated Wealth Concepts first reported a position in Wayfair in Q4 2025 and has held it in 2 quarters since.
  • 457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.