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Montag & Associates’s Wayfair W Stock Holding History

Montag & Associates’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 		$15K Sell
162
-35,498
-100% -$2.61M ﹤0.01% 718
2026
Q1 		$2.68M Buy
+35,660
New +$3.23M 0.12% 149

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Montag & Associates's W Position: Q2 2026 in Review

Montag & Associates reduced its Wayfair (W) stake by 100% in Q2 2026, selling an estimated $2.61M and leaving 162 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

Montag & Associates first reported a position in W in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.68M in Q1 2026. 457 funds tracked by Wall St. Rank hold W as of Q2 2026.

  • Montag & Associates held 162 shares of Wayfair worth $15K as of Q2 2026.
  • Montag & Associates sold 35,498 Wayfair shares in Q2 2026, an estimated $2.61M.
  • Wayfair made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #718 holding.
  • Montag & Associates first reported a position in Wayfair in Q1 2026 and has held it in 2 quarters since.
  • Montag & Associates's Wayfair position peaked at $2.68M in Q1 2026.
  • 457 funds tracked by Wall St. Rank held Wayfair as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.