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
2023 Q1	–	Sell	-100	Closed	-$3.29K	–	1258
2022 Q4	$3.29K	Buy	+100	New	+$3.49K	﹤0.01%	1023

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 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.