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Kennondale Capital Management’s Wayfair W Stock Holding History

Kennondale Capital 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 		$1.56M Hold
16,885
– – 1.04% 40
2026
Q1 		$1.27M Hold
16,885
– – 0.92% 47
2025
Q4 		$1.7M Sell
16,885
-7,237
-30% -$696K 1.25% 32
2025
Q3 		$2.15M Sell
24,122
-1,615
-6% -$118K 1.65% 19
2025
Q2 		$1.32M Hold
25,737
– – 1.34% 27
2025
Q1 		$824K Hold
25,737
– – 0.9% 41
2024
Q4 		$1.14M Buy
+25,737
New +$1.21M 1.23% 32

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

Kennondale Capital Management's W Position: Q2 2026 in Review

Kennondale Capital Management held its Wayfair (W) position steady in Q2 2026 at 16,885 shares worth $1.56M. The position accounts for 1.04% of the portfolio, ranked #40.

Kennondale Capital Management first reported a position in W in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.15M in Q3 2025. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • Kennondale Capital Management held 16,885 shares of Wayfair worth $1.56M as of Q2 2026.
  • Kennondale Capital Management left its Wayfair share count unchanged in Q2 2026.
  • Wayfair made up 1.04% of Kennondale Capital Management's portfolio in Q2 2026, its #40 holding.
  • Kennondale Capital Management first reported a position in Wayfair in Q4 2024 and has held it in 7 quarters since.
  • Kennondale Capital Management's Wayfair position peaked at $2.15M in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Kennondale Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.