INVST’s Wayfair W Stock Holding History

INVST’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	$638K	Sell	8,479 -202	-2%	-$18.3K	0.07%	230
2025 Q4	$872K	Buy	+8,681	New	+$835K	0.09%	174

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

INVST's W Position: Q1 2026 in Review

INVST reduced its Wayfair (W) stake by 2.3% in Q1 2026, selling an estimated $18.3K and leaving 8,479 shares worth $638K. The position accounts for 0.07% of the portfolio, ranked #230.

INVST first reported a position in W in Q4 2025 and has held it in 2 quarters since. The position peaked at $872K in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

INVST held 8,479 shares of Wayfair worth $638K as of Q1 2026.
INVST sold 202 Wayfair shares in Q1 2026, an estimated $18.3K.
Wayfair made up 0.07% of INVST's portfolio in Q1 2026, its #230 holding.
INVST first reported a position in Wayfair in Q4 2025 and has held it in 2 quarters since.
INVST's Wayfair position peaked at $872K in Q4 2025.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.