LVW Advisors
W icon

LVW Advisors’s Wayfair W Stock Holding History

LVW 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 		$967K Buy
9,428
+4,750
+102% +$464K 0.08% 158
2026
Q2 		$432K Buy
+4,678
New +$345K 0.04% 262

Other funds holding W

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
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

LVW Advisors's W Position: Q3 2026 in Review

LVW Advisors increased its Wayfair (W) stake by 102% in Q3 2026, buying an estimated $464K and bringing the position to 9,428 shares worth $967K. The position accounts for 0.08% of the portfolio, ranked #158.

LVW Advisors first reported a position in W in Q2 2026 and has held it in 2 quarters since. 149 funds tracked by Wall St. Rank hold W as of Q3 2026.

  • LVW Advisors held 9,428 shares of Wayfair worth $967K as of Q3 2026.
  • LVW Advisors bought 4,750 Wayfair shares in Q3 2026, an estimated $464K.
  • Wayfair made up 0.08% of LVW Advisors's portfolio in Q3 2026, its #158 holding.
  • LVW Advisors first reported a position in Wayfair in Q2 2026 and has held it in 2 quarters since.
  • 149 funds tracked by Wall St. Rank held Wayfair as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.