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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
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 $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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kennondale Capital Management's W Position: Q1 2026 in Review

Kennondale Capital Management held its Wayfair (W) position steady in Q1 2026 at 16,885 shares worth $1.27M. The position accounts for 0.92% of the portfolio, ranked #47.

Kennondale Capital Management first reported a position in W in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.15M in Q3 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Kennondale Capital Management held 16,885 shares of Wayfair worth $1.27M as of Q1 2026.
  • Kennondale Capital Management left its Wayfair share count unchanged in Q1 2026.
  • Wayfair made up 0.92% of Kennondale Capital Management's portfolio in Q1 2026, its #47 holding.
  • Kennondale Capital Management first reported a position in Wayfair in Q4 2024 and has held it in 6 quarters since.
  • Kennondale Capital Management's Wayfair position peaked at $2.15M in Q3 2025.
  • 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Kennondale Capital Management's 13F filing for Q1 2026, filed 12 May 2026.