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LRI Investments’s Wayfair W Stock Holding History

LRI Investments’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
Q2 		$12.4K Sell
134
-139
-51% -$10.2K ﹤0.01% 898
2026
Q1 		$20.5K Buy
+273
New +$24.7K ﹤0.01% 686

Other funds holding W

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LRI Investments's W Position: Q2 2026 in Review

LRI Investments reduced its Wayfair (W) stake by 51% in Q2 2026, selling an estimated $10.2K and leaving 134 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #898.

LRI Investments first reported a position in W in Q1 2026 and has held it in 2 quarters since. The position peaked at $20.5K in Q1 2026. 112 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • LRI Investments held 134 shares of Wayfair worth $12.4K as of Q2 2026.
  • LRI Investments sold 139 Wayfair shares in Q2 2026, an estimated $10.2K.
  • Wayfair made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #898 holding.
  • LRI Investments first reported a position in Wayfair in Q1 2026 and has held it in 2 quarters since.
  • LRI Investments's Wayfair position peaked at $20.5K in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.