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
Q3 		$1.66M Buy
16,226
+13,282
+451% +$1.3M ﹤0.01% 869
2026
Q2 		$272K Buy
+2,944
New +$217K ﹤0.01% 1792
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 		$9.5M Buy
157,488
+9,018
+6% +$627K 0.07% 147
2023
Q2 		$9.7M 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 $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
AIM
Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lido Advisors's W Position: Q3 2026 in Review

Lido Advisors increased its Wayfair (W) stake by 451% in Q3 2026, buying an estimated $1.3M and bringing the position to 16,226 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Lido Advisors first reported a position in W in Q3 2021 and has held it in 17 quarters since. The position peaked at $23.8M in Q3 2021. 251 funds tracked by Wall St. Rank hold W as of Q3 2026.

  • Lido Advisors held 16,226 shares of Wayfair worth $1.66M as of Q3 2026.
  • Lido Advisors bought 13,282 Wayfair shares in Q3 2026, an estimated $1.3M.
  • Wayfair made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #869 holding.
  • Lido Advisors first reported a position in Wayfair in Q3 2021 and has held it in 17 quarters since.
  • Lido Advisors's Wayfair position peaked at $23.8M in Q3 2021.
  • 251 funds tracked by Wall St. Rank held Wayfair as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.