Lido Advisors
W icon

Lido Advisors’s Wayfair W Stock Holding History

Lido Advisors’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
-3,809
Closed -$341K – 2145
2025
Q4 		$341K Buy
3,809
+107
+3% +$10.3K ﹤0.01% 1491
2025
Q3 		$331K Buy
+3,702
New +$271K ﹤0.01% 1432
2024
Q4 		– Sell
-9,070
Closed -$510K – 1612
2024
Q3 		$510K Sell
9,070
-168
-2% -$8.09K ﹤0.01% 953
2024
Q2 		$487K Buy
9,238
+115
+1% +$6.83K ﹤0.01% 938
2024
Q1 		$619K Hold
9,123
– – ﹤0.01% 833
2023
Q4 		$563K Sell
9,123
-148,365
-94% -$7.75M ﹤0.01% 820
2023
Q3 		$9.54M Buy
157,488
+9,018
+6% +$627K 0.07% 147
2023
Q2 		$9.65M Buy
148,470
+175
+0.1% +$7.37K 0.07% 146
2023
Q1 		$5.09M Sell
148,295
-5
-0% -$221 0.05% 205
2022
Q4 		$4.88M Sell
148,300
-84
-0.1% -$2.93K 0.06% 170
2022
Q3 		$4.83M Sell
148,384
-659
-0.4% -$34.8K 0.06% 151
2022
Q2 		$6.49M Buy
149,043
+34,872
+31% +$2.45M 0.09% 112
2022
Q1 		$12.6M Buy
114,171
+10,776
+10% +$1.52M 0.14% 79
2021
Q4 		$19.6M Buy
103,395
+10,100
+11% +$2.38M 0.21% 49
2021
Q3 		$23.8M Buy
+93,295
New +$26.3M 0.33% 33

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

Lido Advisors's W Position: Q1 2026 in Review

Lido Advisors sold out of Wayfair (W) in Q1 2026, closing a stake of 3,809 shares — an estimated $341K sold.

Lido Advisors first reported a position in W in Q3 2021 and held it in 15 quarters. The position peaked at $23.8M in Q3 2021. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

  • Lido Advisors reported no remaining Wayfair position as of Q1 2026 after selling out during the quarter.
  • Lido Advisors sold 3,809 Wayfair shares in Q1 2026, an estimated $341K.
  • Lido Advisors first reported a position in Wayfair in Q3 2021 and held it in 15 quarters.
  • Lido Advisors's Wayfair position peaked at $23.8M in Q3 2021.
  • 443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

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