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Kestra Advisory Services’s Wayfair W Stock Holding History

Kestra Advisory Services’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
-442
Closed -$44.4K – 4379
2025
Q4 		$44.4K Buy
+442
New +$42.5K ﹤0.01% 4017
2022
Q1 		– Sell
-2,184
Closed -$415K – 2135
2021
Q4 		$415K Sell
2,184
-832
-28% -$196K ﹤0.01% 1417
2021
Q3 		$771K Sell
3,016
-725
-19% -$204K 0.01% 1153
2021
Q2 		$1.18M Buy
3,741
+57
+2% +$17.9K 0.01% 864
2021
Q1 		$1.16M Sell
3,684
-1,150
-24% -$339K 0.01% 806
2020
Q4 		$1.11M Buy
4,834
+4,734
+4,734% +$1.26M 0.01% 821
2020
Q3 		$1.73M Buy
+100
New +$27.4K 0.03% 465

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

Kestra Advisory Services's W Position: Q1 2026 in Review

Kestra Advisory Services sold out of Wayfair (W) in Q1 2026, closing a stake of 442 shares — an estimated $44.4K sold.

Kestra Advisory Services first reported a position in W in Q3 2020 and held it in 7 quarters. The position peaked at $1.73M in Q3 2020. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Kestra Advisory Services reported no remaining Wayfair position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 442 Wayfair shares in Q1 2026, an estimated $44.4K.
  • Kestra Advisory Services first reported a position in Wayfair in Q3 2020 and held it in 7 quarters.
  • Kestra Advisory Services's Wayfair position peaked at $1.73M in Q3 2020.
  • 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.